Nvidia is tipped by EFM Asset Management’s John Wiley at the Sohn Hearts & Minds conference.
Nvidia is “trading like a value stock, albeit with a growth profile that remains intact”, according to Mr Wiley.
He says the market is “clearly concerned that Nvidia’s competitive moat is at risk, and the market is concerned that the dramatic infrastructure buildout that’s required to support these growth metrics simply will not occur”.
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