qualcomm

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.

Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about very much. They certainly don’t seem to get the investment love like they should, or get talked about as much as, say, the FAANG stocks or electric vehicle…