Goldman Sachs analyst James Schneider noted that NVIDIA's stock price has risen 12% in the past two weeks, with the market holding extremely high expectations for the upcoming Q2 earnings report, which could lead to a "sell the news" scenario after the report is released. Analysts expect NVIDIA's revenue to reach $92 billion, a 96% year-over-year increase, and earnings per share (EPS) to double to $2.08. Schneider stated that to avoid this risk, NVIDIA needs to demonstrate improved profitability for hyperscale cloud service providers, reasonable capital expenditures for customer financing platforms, and strong capital returns (such as buybacks and dividends).