matt bryson.d morning to you. what is it that you take issue with the whole strategy that he wants to push into manufacturing >> no, intel has always been in manufacturing. that's been one of the advantages rather for me the struggle is simply the timeline. look, they're doing the right thing. they fell behind they're coming back, investing that's the way you catch up. the problem from my standpoint is they're targeting 2024, 2025 so there is a whole lot that needs to go between now and then >> it takes time to build a foundry business how much quicker could he go about this does it take an acquisition like a global foundries or the field is too tough with some of the dominant players like taiwan semi here? >> so, not even on the foundry side just in terms of catching up, you are absolutely right it takes time. i just think that the market is looking through the amount of time, the amount of money that it is going to take in assuming that they'll be successful in terms of getting their manufacturi

q3 guide darns that's expectations of 6.5 billion. 67% versus expectations of 66% spoke with matt bryson at wed wedbush. it was better than street expected there were high expectations hanging to this print though matt says. this stock trucking higher right now. there's still as matt says some concern about whether that farm acquisition is on it they're saying q2 is strong. gaming demand is outpacing supply, she says as for cryptocurrency mining in those new chips just for minors that they introduced, revenue 266. that is lower than the original estimate on reduced mining profitability she says they expect minimal contribution going forward. crypto is not a core business for nvidia it can help or hurt results. then for the data centers she says growth was driven by big cloud cover and like financial services and telecom thank you. >> thank you very much for that. tim seymour, let me turn to you. it's hard for me maybe not to make the connection here, but nvidia was one of the derivative plays because some of the chips they make were used in some of the mining rigs to get things like bitc