Behind the Markets Podcast: Dom Rizzo
Behind the Markets Podcast
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The Global Technology Equity Strategy
In December, I took over as portfolio manager of the global technology equity strategy here at T-ROW. The quintessential one for AI right now is obviously NVIDIA. They think that the AI chip total addressable market is going from $30 billion this year to $150 billion by 2027. And then improving fundamentals, we could talk about more specifically, but most names across the space - particularly in digital semis. There's a couple of expensive stocks, obviously, NVIDIA being the most obvious. But there's also some very reasonably priced stocks, such as Taiwan, semi, and Samsung too.
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