A) 🟢 Bullish

KeyBanc expects 150,000–200,000 additional Blackwell GPU shipments adding $5–7B in revenue, plus $3–4B in early Rubin chip revenue (you can Google this information from TipRanks) — that alone pushes Q2 guide well above $87B. Wall Street estimates Q2 revenue growth accelerates to 86% YoY, and historically NVDA rallies throughout summer following Q1 earnings (MEXC) . Morgan Stanley, KeyBanc, and BofA all raised targets to $285–320 this week (StockAnalysis) — institutional conviction is unusually aligned. The China H200 wildcard is pure upside optionality not in guidance. With recent visit to China, NVDA is going to surprise us.