Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'
1. Nvidia has strong second quarter growth despite geopolitical uncertainties. 2. Multiple analysts increased their price targets for Nvidia stock significantly. 3. Robust demand for AI products like Blackwell bolsters Nvidia's market position. 4. China market opportunities could result in $5 billion shipments once conditions improve. 5. Overall demand for Nvidia's offerings continues to surpass supply capabilities.