Beyond that, Nvidia will need to show how it can keep building on the strong lead it already has. That will be the major ...

Ross explained, "What's been driving that key AI theme [for markets] for Nvidia and Broadcom (AVGO), is that it really has its tentacles in so many different sectors and across power generation ...

07:33 Speaker A And so considering the run-up that we've seen and appreciation in the share price for Nvidia over the course of the larger AI theme, is that still the best in class trade for that ...