Nvidia's $4 Trillion Test Comes With Q2 Earnings

Nvidia remains a clear 'buy' ahead of Q2 earnings, with fundamentals and AI-driven growth supporting further upside despite rich valuation. Resumption of H20 chip sales to China removes a major headwind, potentially unlocking billions in revenue and boosting near-term results. Management and analysts are overwhelmingly bullish, citing robust demand, product innovation, and a strong long-term AI roadmap (Blackwell, Rubin).