"What's not to like" about Nvidia (NVDA) earnings? Andrew Graham says the report confirms his thoughts on the stock: it's a "must own" for investors. He outlines his bull case for Nvidia even as he outlines risks investors need to watch heading into the midterms. Some of Andrew's other top stock picks include Arista Networks (ANET), Cisco (CSCO), Snowflake (SNOW), and Palo Alto Networks (PANW).