Rob Sechan, Managing Partner, New Edge Capital
Managing Partner at New Edge Capital
Member since: Dec '21 · 205 Opinions
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Stock Opinions by Rob Sechan, Managing Partner, New Edge Capital
BUY
They report today and have been badly lagging their memory peers
He will watch to see if the monetizing of this $1.5 trillion infrastructure will happen. It's still early innings. Some say this is like Cisco in 2000, but NVDA is a high value-added product. NVDA will maintain and increase pricing power. NVDA is the centre of the AI trade.
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It flatlined for much of the year and he PE has come in quite a bit. It's one the highest-quality, broad-based tech companies. Delivered a strong last quarter. It's delivering.