Nvidia's CFO guided 70% growth and called it supply-constrained — the stock jumped 4% in seconds.

Nvidia dipped on the print, then ripped the moment CFO Colette Kress spoke on the call: ~70% revenue growth guided for fiscal 2028, nearly double the Street, with demand running past even that. Brandon unpacks why "supply-constrained" is the most bullish phrase in tech, whether the 4% pop is real or priced to perfection, and the one Mag 7 name he'd buy before Nvidia here — why Meta just cleared a ~$16.7B legal overhang, and why July's inflation print keeps the Fed boxed in. Plus the data and earnings that move markets through Friday.

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