For many investors, the million-dollar question is how far Nvidia can go or whether it can sustain its dramatic growth.
Nick Griffin, chief investment officer at Munro Partners, has invested in Nvidia since 2019 — but even he is taken aback by the stock's astronomical run so far.
Nvidia's outlook Griffin pointed to industry estimates that showed Nvidia is set to sell $100 billion of its AI accelerators in the next 12 months.
Nvidia is currently the largest holding in Griffin's Munro Global Growth fund.
Griffin also manages the Munro Concentrated Global Growth Fund and the Munro Global Growth Small and Mid Cap Fund.
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