We’re launching into our 2024 Summer Series – an Equity Mates tradition! This year we’re kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs). The company has seen a significant demand for its H100 chip, with a waiting list exceeding six months despite its $40,000 retail price. The company’s stock value has impressively surged by 240% this year, marking a 1,000% increase over five years and an astounding 10,000% since 2014. We talk about what we know about the stock, before bringing in Kieran Moore from Munro Partners, who helps us dig into the facts and figures.

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Kieran Moore

Kieran Moore is a Partner & Portfolio Manager at Munro Partners. He is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has specialised in global growth equities for the last 10 years. Over his career, Kieran has undertaken additional functions within the investment team, including risk management, portfolio analytics and trading.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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