1. Nvidia has recovered from its YTD stock decline as tariff-related pressures subside, creating optimism ahead of Q1 earnings; 2. Strong demand for Hopper and Blackwell GPUs, coupled with conservative analyst estimates, positions Nvidia to exceed Q1 revenue and EPS expectations; 3. Profitability improvements are expected due to the completion of the Hopper-to-Blackwell transition and potential gross margin upside, with the stock remaining attractively valued amid growth prospects.