After a year in which the share price of the main beneficiary of the artificial intelligence (AI) race more than tripled, plenty of investors will fear they have missed the boat with semiconductor designer Nvidia (US:NVDA).
Tip style
Growth
Risk rating
Medium
Timescale
Long Term
Bull points
- Rapid earnings growth
- Own IP and economies of scale
- Huge pricing power
- High margin and capital light
Bear points
- Sanctions threat to China sales
- Mounting competition
But when it comes to equities, what goes up doesn’t always come down. Especially when the company in question is enabling a technology that could disrupt the world in the way steam power, electricity and the internet did before it.