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The Nvidia effect in the UK

Analysts find little fault with Nvidia. Bank of America Securities acknowledges the indiscriminate investor “chase for all things AI” but believes it understates the company’s solid execution and earnings per share (EPS) revisions. Plus it sees the valuation as compelling. Our own view as outlined by Arthur Sants is that the company is a world-beater with further to run.Investors who hold Nvidia and other tech stars shouldn’t worry unduly about staying invested for now. Those who don’t have exposure will assess them as they would any other investment, or wait...
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