Bigger Pic: Eyeing other AI-plays, but not Nvidia for the portfolio
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Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why market darling Nvidia has not featured in his portfolio, but instead he is eyeing other AI-related plays for better long term stability and value instead for the rest of the year. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
Bigger Pic: Eyeing other AI-plays, but not Nvidia for the portfolio