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Nvidia's momentum outweighs deal delays and China risks, says T. Rowe Price's Tony Wang
Youtube· 2025-10-03 15:14
Nvidia CEO Jensen Wong reportedly frustrated with the Trump administration over delays to the chip giant's deal with the United Arab Emirates first signed five months ago. That said, it has not hurt those shares, up more than 40% since the announcement in May. And that's where we'll start with Tony Wong, tech portfolio manager at Tro Price.Nvidia represents more than 9% of his funds holdings. Tony, uh, great to have you to to to weigh in. So obviously this is one potential deal, one big order among many.Uh ...