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Is NVIDIA Corporation (NVDA) Benefitting from Tech Giants’ Increased Data Center Investments?

Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here. The portfolio had a surprisingly favorable July and a negative September. The last quarter saw significant movements in stocks overall. The first part of August saw the most market volatility. The major stock markets are currently experiencing an environment of interest rate reduction for the first time in a long time. In addition, please check the fund’s top five holdings to know its best picks in 2024.

Vltava Fund highlighted stocks like...