Nvidia (NVDA) is now planning $235 billion in share buybacks, something that shows "extreme confidence" in CEO Jensen Huang's future vision for the company, says Paul Powers. He adds that the buyback allows Nvidia to deepen its AI moat and monetize businesses it currently has investments in. Wedbush's Matt Bryson believes addresses Nvidia's evolving role in the entire AI stack in an apparent acceleration of the AI race. He expects the Mag 7 giant to be a lasting winner.