about my view.
although jay powell did.
how about ken in georgia
>> caller: hi, thank you for
your continued great insights.
>> i sure try.
i try to get as much right as i
can.
>> caller: several companies
recently preannounced their
earnings, and caught investors
by surprise, and it was not
pretty
what could be the reasons for
the preannouncing?
>> well, a lot of it i think
with the preannouncement we got
for nvidia is because they
misjudged their graphical user
cards.
they said they thought it was
going to be a -- an inventory
issue because of crip toid, but
the gaming slowed down too
there was some degradation in
the data center.
amd did not see that, but they
have a much smaller business
apple what can i say
they say january is better which
is unusual from december
by the way, i think you're up 17
points if you had watched tim
cook when he told us that apple
was actually doing well?
maybe the 17 points don't mean
anything to you.
i kind of like it.