Ahead of Nvidia’s report, Bill Baruch laid out his checklist. He is watching the initial Rubin deliveries and whether Blackwell efficiencies hold up, along with margins and what memory costs have done to them. He also wants to hear management’s comments on the financing deal. The part he thinks could move the stock is further outside the box. Bill expects commentary around the non-GPU business, the AI models and the CPU products, and he thinks that is where the surprise could come from in a positive way. Watch the full discussion here.