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Hva er greia med Nvidia?

2023-09-03

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AI har vært en børsdriver og ingen store aksjer har steget så kraftig som Nvidia. Men hva er det som er så spesielt med dette selskapet? Harald Jeremiassen, som forvalter et av årets vinnerfond, Holberg Global, snakker om selskapet, teknologi-rivaliseringen mellom USA og Kina, samt nye tilskudd i porteføljen. Samtidig svarer han på spørsmålet alle stiller seg. Skal man kjøpe eller selge Nvidia nå?

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