Q: If one has a full + position - approximately 8% - in NVDA do you see any reason for also having a position in CLS (either Canadian or U.S.) , and if so, why ?
As always, thank you.
As always, thank you.
5i Research Answer:
We like CLS quite a lot, and with datacentre spending set to rise about 60% this year versus...
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA.