NXT has been on our radar through much of 2024, in line with our belief in the data centre/AI evolution, and we recently took a relatively small position following its capital raise. Similar to a few tech-facing stocks, we have been too pedantic with our entry this FY, hence the dip your toe in the water approach, hoping to buy into further weakness.
- We recently allocated 3% of our Active Growth Portfolio into NXT and plan to increase this if we see a dip towards $15.
MM is long and bullish toward NXT
Add To Hit List
