The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call

AI Summary

Venture-capital investor Josh Wolfe, known for his successful investments in Nvidia and a memory-chip maker, has announced a new high-conviction investment which he believes will drive significant gains in hardware stocks. His unique strategy leverages insights from his previous investments.

Josh Wolfe, a venture-capital investor who uses the ideas from his portfolio companies to invest in the stock market, says he has identified a third strong conviction call that will lift hardware stocks.