NVIDIA, trading at about 25 times next year's earnings, presents potential upside as its valuation is lower than the typical 30-35x for large tech companies.
Our strategic investment approach involves initiating a core holding in NVIDIA, allowing flexibility to increase our position if its price dips to around $100.
Despite being one of the world's largest companies, NVIDIA's strong growth potential and attractive valuation suggest that it is a compelling investment opportunity.
Other industry peers like Broadcom, Marvell, and AMD are closely monitored for potential portfolio additions, emphasizing a strategic, adaptable approach to investing.
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