Technology stocks have witnessed a correction in the past few weeks. This has sparked renewed discussion on a potential bubble among tech stocks. Ken Griffin, CEO of Citadel, opined that investors are 'almost certainly' in an AI bubble. On the other hand, Nvidia (NVDA) CEO Jensen Huang dismissed concerns about an AI bubble.
As this debate rages, investors should have their eyes firmly on fundamentals and the industry tailwinds. GF Securities might therefore be right in looking at any potential correction as a “buying opportunity for quality names” that includes Nvidia.