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Lynx Equity Becomes More Bullish on NVIDIA (NVDA) Following Its $3.5 Billion Investment in MediaTek Convertible Debt
Lynx Equity has added NVIDIA to its list of favorite stocks, citing NVIDIA's $3.5 billion investment in MediaTek's convertible debt as a key factor. The firm anticipates this partnership will expand across data centers, AI devices, and automotive systems, potentially securing critical memory and flash supply for NVIDIA. Lynx Equity expects NVIDIA's momentum to persist into 2027, while rivals Broadcom (AVGO), Qualcomm (QCOM), and AMD (AMD) may encounter supply constraints.
Source：X@DeItaone · Source Link
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