NVDA · suggested 2026-06-22
Nvidia makes the chips that train and run almost every serious AI model, plus the software that keeps developers tied to them. It is the engine room of AI compute infrastructure, as central as a single company gets. We like it for its near-monopoly on AI training, its enormous margins, and an ecosystem rivals struggle to copy.
Where this sits in the cycle
It sits at the very centre of the AI spending boom, which is also its risk: it is the most volatile way to own the theme, so it runs hardest and falls hardest. If the cloud giants ever pause their buildout, this feels it first. It is driven by product cycles rather than the calendar, so there is little seasonality.
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NVDA · suggested 2026-06-22
206,84 USD
-0,9% since suggestion at 208,65 USD
iShares Global Tech Index, the bet to beat: -6,3% over the same stretch
Daily closes, the newest refreshed through the trading day.
Today the price sits 1% below its 50-day average and 7% above its 200-day average.