people focused in on the gross margin and that they guided to a second half of the year uh gross margin of 75% whereas uh they previously came in in the last quarter at around 78% um I think it's entirely due to the to the the the development uh and the production of the black W ship which is obviously understandable but um Street has a high bar I think I think we'll have to see though how the stock actually opens and trades tomorrow in the US because it reminds me of the case where Apple stock was down the day of the uh of the WWDC a few months ago in June and then people thought it was a big disappointment what's what's so special about Apple intelligence and then suddenly the next day and then and for a couple of days after that the stock rallied 10% I think the same thing could happen here with Nvidia yeah and of course after the call uh jensten Hong actually speaking in an interview saying next year will be great Supply will continue to improve each quarter so do you see this uh dip after hours price action as a buying opportunity I do I I think uh I think he seemed genuinely surprised that um you know the stock seemed to sell off after hours or some of the some of the folks interviewing him after the earnings call um seemed to be pressing him when he was pointing to the fact that uh there were you know it's a good thing um that the the Blackwell delays were not as serious as were feared in some of the press reports a few weeks ago uh he he spoke to the fact that that they would be producing and shipping in the fourth their fourth quarter um these chips and they would it would be producing and adding billions of dollars in nvidia's fourth quarter um and there were other signs uh in in their businesses uh the things were going well software uh continues to be very important part of their story Network is a very important part of their story all healthy signs so I do think it it is a buying opportunity on this initial dip um you know in the after hours