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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisk that Nvidia's 'over-earning' will come to an end over next few quarters, says strategistWilliam de Gale, lead portfolio manager BBGT & Islamic BBGT Funds at BlueBox Asset Management, discusses Nvidia and the global tech and AI investment space from the Sohn Investment Conference in London.
Persons: William de Gale Organizations: BBGT, Islamic, Asset Management, Nvidia, Sohn Investment Locations: London
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech sector is an 'inverted pyramid of champagne glasses,' analyst saysWilliam de Gale, portfolio manager at BlueBox Asset Management, explains a unique analogy he uses to describe the tech sector.
Persons: William de Gale Organizations: Email Tech, BlueBox Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Too worried about the corporate governance' of Arm to invest, portfolio manager saysWilliam de Gale, portfolio manager at BlueBox Asset Management UK, says "we've been looking forward to the Arm IPO since it was acquired by SoftBank in 2016. But in the end, we decided that we really were too worried about the corporate governance, with SoftBank still controlling the company."
Persons: William de Gale Organizations: BlueBox Asset Management, SoftBank
Total: 3