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Why Nvidia stock is still a must own
Mar 24, 2025
Vivek Arya, a seasoned semiconductor analyst from BofA, shares insights on Nvidia's current market struggles despite groundbreaking advancements in AI chips. He discusses CEO Jensen Huang's attempts to reshape narratives around demand amid competitive pressures from firms like DeepSeek. Arya also offers a vivid recap of the recent GTC conference and analyzes the implications of leadership changes at Intel. Furthermore, he delves into the burgeoning field of quantum computing and its potential impact on the semiconductor landscape.
24:36
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Quick takeaways
- Nvidia is set to revolutionize productivity with its new AI chips like Blackwell Ultra, despite facing stock challenges this year.
- Intel's new CEO represents a strategic opportunity to rejuvenate the company's focus on innovation amidst struggles in the semiconductor market.
Deep dives
Tech Stock Declines
Several major tech stocks, including Microsoft, Amazon, and Tesla, have experienced significant declines over the past several weeks, with Tesla hitting a record nine consecutive weeks of losses. The declines have been attributed to a broader sell-off in the tech sector, driven by waning investor confidence in AI demand and tech valuations. In addition, concerns regarding economic policies and a shift toward healthcare and more stable stocks have pressured these traditionally dominant tech companies. For instance, in March alone, Tesla's stock dropped by 18%, while Amazon's shares fell by 8.5%, reflecting the uncertainty within the tech market.
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