Google passed Apple for the #2 spot in January. Four months later it sits $230 billion behind NVIDIA, with NVIDIA earnings on May 20. The options market is pricing a 30% chance Google is the most valuable company on Earth by May 22. NVIDIA stock has fallen after four of its last five earnings reports. Compare the two head to head and the trade explains itself. NVIDIA generates roughly $130 billion in annualized revenue. Five hyperscalers buy more than half of it. Microsoft, Meta, Amazon,…