NVDA can be a volatile beast that often dances to its own tune, but it’s an AI giant MM would like to own in our International Portfolio at the right price. The $US3.2bn AI behemoth has already corrected 17% from its 2024 high, and we wouldn’t be surprised to see it outperform further weakness across broader indices.
- We are keen to accumulate NVDA in the $US100-120 region.
MM likes NVDA in the $US100-120 area
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