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Posted by
Two Blokes Mon at 9:00 PM -
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Nvidia Corporation's AI chip demand has taken on a new dimension, fueled by Middle Eastern sovereign AI investments and U.S. policy shifts favoring regional access. Despite concerns about growth deceleration, I believe fears of a sharp slowdown in Nvidia's growth are overstated, especially with China and Middle East opportunities. Nvidia's valuation remains attractive relative to historical averages, supporting continued upside as the stock recovers from April lows.
