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Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance.
svmuu.com14/08/2026 10:31
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Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance. The firm believes NVIDIA remains the dominant provider of data center GPUs and is well-positioned to gain share in data center CPUs. NVIDIA's stock closed at approximately $224.09 per share on August 13, 2026, with a market capitalization of about $5.46 trillion.
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