1. I am bullish on Nvidia's growth prospects due to healthy RPO growth, a 3.2% growth increment from Stargate demand, and encouraging growth signals from a key supplier; 2. Gross margins are expected to dip in Q1 FY26, but management's assurance of a rebound later is trusted; 3. TSMC's tariff avoidance benefits NVDA, but receivable days and tariff risks are concerns; 4. NVDA's valuations are attractive, but technical charts suggest waiting for a buy signal.