1. I am initiating coverage on Nvidia with a Strong Buy rating due to robust demand for AI accelerators and the upcoming Blackwell Superchips; 2. Nvidia's Q2 FY2025 results shattered records with $30.04 billion in revenue, a 122% YoY growth; 3. Foxconn's massive manufacturing scale-up and Nvidia's $50 billion share repurchase program signal strong confidence in sustained long-term demand for Blackwell chips.