NVDA is a bull case for AI data center exposure due to attractive valuation and expected market share gains.

Jensen Wang Nvidia CEO spoke at Goldman Sachs conference on Thursday and said that he did not find um that researchers claims credible.

I think that this morning's market reaction might well be a smaller version of the Deep Seek response from early 2025 where Nvidia and a lot of other companies went down um on the introduction of this new Chinese model that kind of um scared people and concerned people initially and then you know a month or two later we all realize oh okay we were kind of freaking out about pretty close to nothing

if you want to invest in AI data center capex today, uh amid some bad headlines, I think Nvidia is probably the place to go. It has the most compelling valuation out of that group.

Um I think that uh Nvidia is going to gain market share um you know of the large AI capex you know pi that the big hyperscalers are spending today and and the valuation is attractive.

So I think Nvidia is a good place to kind of high-grade your portfolio if you want data center capex exposure