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Liontrust focuses on Nvidia suppliers
Bloomberg Tech·
Liontrust Fund manager Clare Pleydell-Bouverie is strategically focusing on Nvidia's suppliers in anticipation of the chip giant's upcoming earnings report. This approach aims to identify investment opportunities by examining Nvidia's supply chain activities and procurement trends. By analyzing what Nvidia is purchasing from its suppliers, Pleydell-Bouverie seeks to gain insights into the company's performance and future prospects ahead of its official financial disclosures.
Tickers
$NVDA
Tags
earnings
chips
investing
Original Source
Bloomberg Tech — bloomberg.com