If Nvidia secures a China deal for Blackwell chips, it will add billions of dollars in quarterly revenue and allow its stock price to continue increasing.
"If they do cut out a black wallet chip or a China deal that allows them to be able to conduct business, you know, full-fledged in China, this would open them up to, I'm sure, billions of more dollars in possible revenue per quarter, which again I like to share because then if that does get factored in, then Nvidia stock price can continue to go up."