NVIDIA: Buy or Sell? Trish Regan, Rob Hordon Weigh the Risks and Rewards
June 12, 2024
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as posted by the channelNVIDIA (NVDA) is one of the most impressive commercial and investment success stories of all time. Now valued at $3 trillion, the stock has been a major driver of stock market returns and represents some 6% of the S&P 500. NVIDIA is an extremely important topic for anyone who invests or wants to understand the technological advances driving the AI revolution.
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Trish Regan and Rob Hordon, Co-Founders of 76research, examine NVIDIA as an investment opportunity from all angles.
They explain the evolution of the business model, why it crashed just a couple of years ago, why it has risen ten-fold from its October 2022 lows, the market's rationale for the huge valuation, and why some investors are still extremely bullish.
They also look at the key risks investors must consider, including from a portfolio management perspective, given its relevance to the broader stock market. Competition may hurt pricing, antitrust regulators have concerns, and NVIDIA is at the moment almost totally reliant on Taiwan Semiconductor (TSM), which introduces a geopolitical risk factor.
#nvidia #nvda #ai #stockmarket #jensenhuang #trishregan #datacenter #gpu #techstocks #techinvesting #artificialintelligence #qqq #tsmc #bigtech #antitrust #passiveinvesting #semiconductor #amd #intc
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