NVIDIA Is Now Up 20% in a Month: Take Profits, or Buy More?
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The AI trade narrowed to one name in August, and NVIDIA (NASDAQ:NVDA) is the entire story. NVIDIA delivered much of the semiconductor sector’s monthly gains while the rest of the group essentially stood still. For investors watching the space, that’s a concentration signal about where AI capex dollars are actually landing, and it sharpens the take-profit-versus-add question after Wed
The AI trade narrowed to one name in August, and NVIDIA (NASDAQ:NVDA) is the entire story. NVIDIA delivered much of the semiconductor sector’s monthly gains while the rest of the group essentially stood still. For investors watching the space, that’s a concentration signal about where AI capex dollars are actually landing, and it sharpens the take-profit-versus-add question after Wed
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