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Breaking Analysis: Navigating NVIDIA & the AI Trade – Sell, hold or double down?
March 16, 2024
Analyst Ivana Delevska predicts that the tech rally in the semiconductor industry will continue in the second half of the year. She is optimistic about NVIDIA's prospects, believing the company will benefit from increased data center spending by major companies. Delevska believes NVIDIA's earnings potential is underestimated by the market and sees further upside in the stock. She expects cloud and hyperscalers to continue investing in GPUs, giving NVIDIA a competitive advantage. Delevska's fund has performed well recently, partly due to her investment in NVID...Read more