1 “Magnificent Seven” Artificial Intelligence (AI) Shares could not only pass during the sale of NASDAQ

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Cathie Wood is the General Director General and General Director General of the ship’s investment, which offers a small catalog of innovation-oriented stock exchanges (ETFs). The portfolios of these funds are smaller in smaller, speculative companies.

These investment advantages may offer a set of appetites for firewood risk blue chip stocks – Only a “magnificent seven” stock, just covered more of the union Halfacute sale.

Tree has an interesting relationship with semiconductor behemot Nvidia (NASDAQ: NVDA). Although he has been holding the chipmaker’s position for years, it was actually a seller of stock more often than a buyer.

Unfortunately, he threw about all NVIDIA positions from the NVIDIA position in November 2022.

Since 2025, the share price of NVIDIA has been under pressure due to a number of factors: China’s DeepSeek models, rising competition in the GPU space Advanced micro devices Hyperscalers in the most recent, the latest in the latest, President Donald Trump’s tariff and trade policy in the latest in their own special AI.

Now you can always have a second chance of wood, getting a 24% of the louds all the time they hit a few months ago with NVIDIA. His funds between April 7 and 8, in fact, Arkin doubled its share of NVIDIA received about 341,000 shares.

A man who holds money.
Picture source: Getty Images.

From a macro perspective, secular tails continue to support the growth of the information center industry, and NVIDIA remains in good condition to seize a large part of the expanding market for accelerator plants. Imagine that the EU’s greatest spending lifts their goals. Cloud Hyperscalers Amazon, Alphabetand Microsoft All this year, this year, we have announced that we intend to continue investing a lot of infrastructure to support the AI. Meta platforms He expressed a similar outlook during the fourth quarter of earnings.

On the combined basis, these four magnificent companies ” AI Capital Costs It can be $ 320 billion in 2025. Each is a great customer of NVIDIA, so I optimistic about the prospects for their way to the information center.

In addition, NVIDIA recently released the sale of Blackwell, with the latest GPU architecture, Blackwell, expectations of the expectations of the sales expectations. Although the early indicators for Blackwell are encouraged, NVIDIA is continuing to deliver GPU architecture to its success in a few years. This is good for good long-term growth for long-term growth that lasts like a EI narrative.

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