1. Nvidia's shares have declined due to trade tensions; 2. Its U.S.-centric business and undervaluation suggest a potential rebound; 3. Expected high demand for Blackwell GPUs in 2025 will significantly boost Nvidia's revenue and free cash flow; 4. Despite trade tensions, Nvidia will dominate the AI GPU market with strong growth catalysts; 5. NVDA's current valuation at 21X FY 2026 earnings offers a 20% discount to its 1-year P/E ratio.
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