Q: Which has the most upside consolation or nivia
5i Research Answer:
Much will depend on AI growth. NVDA is multiples larger, and it is harder for large companies to grow. We would side with NVDA in the short term (1 to 2 years) and CSU longer term.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA.