Michael Cuggino, president and portfolio manager of The Permanent Portfolio Family of Funds, expresses optimism about NVIDIA Corp. (NVDA), noting that the chipmaker is well-positioned in several key sectors.
Recent Investment
- Cuggino recently purchased additional shares of NVDA during its recent selloff, viewing them as cheap at current prices.
- His confidence in the company’s long-term prospects is reflected in this investment.
Key Sectors for Growth
NVIDIA operates effectively in several critical areas:
- Data Centers
- Artificial Intelligence (AI)
- Gaming
- Advanced Applications
These sectors are expected to support the company’s growth and investment success in the near future.
Potential Challenges
Despite the positive outlook, Cuggino acknowledges some challenges:
- Inventory Issues
- Demand Shortages
These factors pose risks to the company’s performance.
Stock Performance
- NVIDIA’s stock price has shown significant gains, with a 40% increase over the past month.
- Although the stock is down by 2.5% compared to three months ago, investor sentiment remains strong despite these fluctuations.
Portfolio Overview
The Permanent Portfolio Family of Funds holds a diverse mix of stocks across various sectors, including:
- Technology Companies:
- Microsoft Corp.
- Alphabet Inc.
- Amazon.com Inc.
- Meta Platforms Inc.
- Apple Inc.
- Tesla Inc.
- NVIDIA Corp.
- Advanced Micro Devices Inc.
This diversified approach reflects a strategic investment philosophy aimed at long-term growth.
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