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Nvidia: Still The Best Risk-Reward In AI Hardware (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ: NVDA ) has handily outperformed the S&P 500 ( SP500 ) since my last earnings coverage with a Buy rating. The stock likely would have done even better if not forI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and ...