Atrium Investment Management

The promise of AI is inflating the prices of big tech stocks, and none have as much positive momentum as Nvidia – a big red flag, says Atrium Investment Management’s Brendan Paul. The key question is whether such companies can maintain long-term growth that justifies their elevated multiples.

Markets may not always do what’s expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment Management.