TMTB Weekly: Thoughts + NVDA Preview

Happy Sunday! We’ll hit some misc thoughts then talk about the most important event this week: NVDA EPS

Misc Thoughts:

• Not much changed this week in our big picture view as CPI came in a little softer than expected. The “Goldilocks” crew seems to be winning out vs the “more pronounced slowdown” contingent. We continue to remain bullish medium/long term …