NVDA - KEYBANC: NVIDIA STRONG ON B300/GB300 AND CHINA KeyBanc’s John Vinh reaffirmed an Overweight rating on NVIDIA (NASDAQ: NVDA) with a $275 price target. He expects strong results driven by rising B300/GB300 shipments and H200 sales to China, projecting F4Q revenue of $69B and F1Q guidance of $74–$75B. Supply constraints and GDDR memory shortages may limit Gaming growth, but overall outlook remains positive.(*Walter Bloomberg)