NEWSLETTER
Despite a couple of months up and down, Thestreet pro It is still very optimistic in Nvidia (NVDA) . Chris Versace, Westree Pro portfolio manager, explains why the continuous impulse towards ai keeps Nvidia near the top of the list.
Transcription:
Chris Versace: Nvidia celebrated its latest GTC event with the Jensen Huang CEO, once again, delivering an opening speech that spoke about the future promise of ai. Jensen also announced a series of associations for Nvidia. And for me, he really says yes, we are not only in the relatively early entries of the ai, but the adoption of ai in a broader range of industries in industries continues to develop. That keeps me optimistic in Nvidia, but also in other actions that we have in the professional portfolio, whether Marvel or Eaton, since the infrastructure of the data center continues to build not only this year, but in the next ones.
Related: GM takes advantage of Nvidia to help improve autonomous driving technology
You know, again, the market has been volatile lately. If you look at a market table in the last 6 or 7 months or so, much of the enthusiasm we saw after Trump's elections has come out. I think that the restart is a very good opportunity for people to visit the names that continue to benefit, you know, structural changes in the economy that includes ai. So, either Nvidia, Marvell, Eaton or some of the others that are ready to benefit from the increase of several years in the expense related to the ai and the Data Center. It is a good time to visit some of these names.
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