Following Nvidia's (NVDA) earnings beat, Zeno Mercer says this report is just the beginning. With A.I. adoption accelerating globally, Mercer sees Nvidia's stock price potentially reaching new highs, especially if a deal with China can be reached. But, he adds Nvidia is not the only A.I. winner - adding Snowflake (SNOW) and TSMC (TSM) as other names to watch.