Amazon Archives - Fenestra Asset Management

May 20, 2026

NVIDIA Corporation AI chip and data centre technology representing Fenestra’s long-term investment view on NVIDIA stock.

NVIDIA Corporation: A Fenestra Favourite

NVIDIA remains one of Fenestra’s highest-conviction AI investments. With a dominant position in data centre GPUs, a powerful CUDA software moat, and continued demand from hyperscalers, NVIDIA sits at the centre of the global AI infrastructure buildout.

May 20, 2024

Understanding And Valuing Nvidia – Show Me The Money

Extraordinary Profits From Ordinary Shares, Winning Stock Market Strategies Some readers may have seen the hit movie Jerry Maguire starring Tom Cruise as a sports agent […]

February 27, 2024

Demystifying AI – A Once In A Lifetime Investment Opportunity – Where To Put Your Money

Extraordinary Profits From Ordinary Shares, Winning Stock Market Strategies This AI movement is unstoppable. The generation AI market size was estimated at US13 billion in 2023 […]

February 3, 2023

Surviving the 2023 Investment Markets

There certainly is enough to worry about. And there are times when reducing risk is the only prudent thing to do. As we look ahead “risk […]