$NVIDIA (NVDA.US)$ in case you all have missed the follow-up...

over the past 6 months he has said the multiplier effect for every dollar spent on Jensen's chips was $5.

that was his Hallmark that's what he pounded the table on multiple times.

today just now after this Accenture deal and after Jensen spoke and talk this is the beginning of the second wave....

the multiplier now for Dan Ives is 8 to 10 dollars for every dollar spent on a Jensen chip.

you're talking top line 100% increase over where he was 2 weeks ago.

if you look after hours there's a spike in Nvidia I ran at time and sales again what Dan Ives just said it's within a few seconds of him saying that Nvidia started to gap.

what this does it lowers the multiple on forward earnings significantly greater than where they are today so where people were saying oh it's a bubble it's a bubble you're now going to have analysts that buy into what Dan I've just said revise their guidance across the board for the leading AI companies.