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Huge Week for Chips 5/26/23

Halftime Report

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The Importance of Risk Management in NVIDIA

The stock is trading at 55 times forward earnings. That's too expensive for a traditional semiconductor investor, but Scott says he'll eventually find his spot in NVIDIA. The real important thing is risk manager: How much of NVIDIA do you own if you're going to buy it? I would not get large in this stock right away.

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