troyek NVDA stock: Previous thesis and Q2 recap My last article on NVIDIA Corporation (NASDAQ:NVDA) was titled "Nvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination." As the title suggests, it was published shortly before the release of the Q2 earnings report and was meant to be my preview of the report. As you can guess from the title, the preview emphasized the hardware side of the business, in particular, the potential of its Blackwell chips. Quote: Nvidia's key partner, Super Mi ...