NVDA's print & guide are noise. The key takeaway is the confidence in the beat-and-raise cadence. Meeks frames the $91B guide as a conservative floor, expecting a significant upside surprise that will clear the whisper number. This isn't just about hyperscaler demand anymore; CEO Huang's commentary points to enterprise adoption as the next major growth catalyst. The setup is a classic sandbag ahead of another powerful beat. The trade is long conviction.