Just a quick note on Nvidia, a leading semiconductor chip maker that is growing rapidly thanks to its powerful graphics processing units (GPU) / chips. More specifically, Nvidia continues to grow rapidly thanks to its leadership position in gaming (+55% sales growth yoy), data centers (+100% sales growth yoy), and its many other uses, as will be discussed.
As many Blue Harbinger readers are aware, I do some consulting work for a variety of other investment firms, and one such firm is Left Brain Investment Research (a company I helped an old grad school classmate create because he liked what I am doing with Blue Harbinger). I recently recorded a podcast for Left Brain and about Nvidia, so I am sharing that podcast here (see below) for anyone interested in a quick Nvidia update (Nvidia has an allocation in the Blue Harbinger Disciplined Growth portfolio).
Nvidia shares have been climbing dramatically this year, and they are historically subject to volatility and sharp share price pullbacks. Nonetheless, this stock is a long-term winner (it’s eventually going much higher in the years ahead), and I currently owns shares of Nvidia within the Blue Harbinger Disciplined Growth Portfolio.
Without further ado, here is the podcast I did this week about Nvidia. Enjoy.