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NVIDIA Corporation (NVDA)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you