Ways NVDA Will Address Memory & Energy Bottlenecks, Vera Rubin Questions

Max Weinbach previews expectations for Nvidia (NVDA) earnings and how it will navigate expanding bottlenecks. He says the Mag 7 giant "by far" has the biggest chipmaking capacity but faces headwinds in how it will allocate sales over energy and memory constraints. When it comes to Vera Rubin, Max tells investors to brace for some answers that comes with even more questions.