Drew Pettit, Chief Investment Strategist at Roundhill Investments, says NVIDIA is still going strong, but its future depends on keeping top talent.
He also points out that companies like AMD and Broadcom are actually trading up as NVIDIA trades down right now.
Drew Pettit suggests more India exposure
With global markets feeling shaky, India is standing out as a smart bet for investors, especially those interested in AI.
Pettit admits he once underestimated India but now sees it as a key player, saying it has actually served as a nice hedge and it does have some cyclicality behind its economy.
He suggests adding more India exposure to portfolios, especially with higher oil prices and rising bond yields lately.