Matt Tuttle says he's buying the dip on any pullback after Nvidia (NVDA) reports its latest earnings. He posits the thought: would a "blowout" earnings report be enough in the wake of China scrutiny and potential headwinds? Matt is going to be paying attention to the demand from hyperscalers, especially for NVDA's Blackwell GPUs. For its China business, he adds "nobody really knows what's going on with these tariffs" and it could be a "messy" earnings report in regards to its China business.