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Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers

The Synopsis

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Navigating Tech Investments: The NVIDIA Case

This chapter delves into intricate investment strategies with a spotlight on NVIDIA, focusing on the balance between high growth expectations and the accompanying risks. It highlights the importance of a cautious investment approach amidst supply constraints, competition, and evolving market dynamics. The discussion also critiques traditional valuation methods, advocating for a nuanced understanding of tech companies' potential and profitability.

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