And if market sells off in next couple of months for whatever reason, might see 80s again.
Essentially a worst case assumption is that China revenue is gone, which attribute to roughly 10% revenue hit for 2025, that could knock its EPS back to $4 to $4.1 range.
Note, the key catalyst for NVDA has always been Blackwell ramp up in 2nd half of 2025, in which very little China revenue was modeled by Wall Street anyway. So, MM might use this opportunity to knock NVDA as hard as possible to benefit from the strong rally in second half from Blackwell
