From Morningstar: 2024-05-22 06:19:00

Stephen Yiu discusses the undervaluation of Nvidia and the potential for it to become the largest company in the world. He also touches on the risks associated with AI intellectual property and the need for regulation in the industry. Yiu explains the decision to sell shares in Universal Music Group, citing valuation concerns and uncertainty surrounding AI’s impact on the music industry.



Read more at Morningstar: Manager: Nvidia Will be Biggest Company in The World