TMTB Weekly: NVDA/SNOW Previews & Thoughts + SNDK

Good afternoon. We won’t spend time on the OpenAI revs and opex #s from Friday as we largely think they’re much ado about nothing (if anything, #s imply spend going up). Check out Fund.ai’s tweet here for more info.

Today - NVDA/SNOW previews & thoughts then some SNDK.

Let’s get straight to it —