NVIDIA (NASDAQ: NVDA) followed a typically robust first-quarter earnings report with an impressive presentation to investors in which management pegged its total addressable market across all products at $70 billion, or about 10 times the graphics maker’s $6.9 billion in revenue for fiscal 2017. The one-two combo of a great earnings report along with a rosy investor presentation has sent the stock up another 38% since the beginning of May.