The analysis presents a bullish outlook on NVDA, highlighting the Trump administration's reapproval of AI chip sales to China, Meta Platforms building a supercluster, and OpenAI launching an AI web browser as key drivers for Nvidia's growth. The Trump administration just reapproved AI chip sales to China with Meta Platforms building an AI supercluster. China accounted for about 13% of revenue for NVIDIA last year and analyst are estimating that around $8 billion of deferred or canceled revenue will be recognized over the next few quarters. This opens a key sales channel, and overall revenues from China could reach 15 to 20 billion dollars by the end of the year, which is around 15% of NVIDIA's total annual revenue. The stock is expected to reach $204 within the next year. A failure point for the analysis is put at 170.