📰 $NVDA – KeyBanc’s John Vinh keeps an Overweight rating on NVIDIA• at $180, expecting strong Q3 results but warns of potential Q4 setbacks due to: • Delays in China for H20 GPU due to domestic preference and AMD competition. • Transition to Blackwell (B200) GPU causing H200 delays. • Supply issues from changing PMIC vendors. Despite these, NVIDIA’s long-term prospects are viewed positively due to AI growth.