Nvidia Corp.’s (NASDAQ:NVDA) earnings, due this week, have put macro and rate concerns on the back burner, with investor attention solely focused on the AI bellwether’s fiscal-year 2025 first-quarter report. Deepwater Asset Management Managing Partner Gene Munster on Monday offered his take on what to expect from the report when it drops in after the market close on Wednesday. Disappointment In The Cards? The impending launch of Blackwell, Nvidia’s new flagship GPU platform, this fall creates a risk for the April, July and even October quarters, said Munster in a post on X, formerly Twitter. Customers may delay or cancel orders for the current H200 flagship chip and wait for the new chips this fall, he said, terming it as the “Osborne Effect.”  Osborne Effect refers to customers canceling or deferring orders for the current product in ...