Nvidia is reporting earnings this week. The market expects about $92 billion in revenue, which would be roughly 100% year-over-year growth. Their gross margins are sitting around 74% right now. Demand is heavily outpacing supply, giving them massive pricing power. The main thing to watch is any commentary on data center spending from the hyperscalers. There is an ongoing debate about whether data centers are being overbuilt. However, history suggests that as chips get more efficient, it lowers computing costs and actually drives more demand rather than shrinking the physical footprint. Separately, a quick note on M&A deals. Target company stocks usually spike to match the acquisition premium when a deal is announced. If a deal gets blocked by regulators, like with Amazon and iRobot, the stock will usually give back that premium unless there is a massive breakup fee involved.