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TRX Hedge fund managers back Nvidia, Disney and ASML at Sohn Queenstown amid tech selloff
Hedge fund and investment managers identified opportunities in Nvidia, Disney and ASML despite market volatility and a sharp technology selloff, according to a Bloomberg report cited by Hedgeweek. EFM Asset Management's John Wylie called Nvidia attractive after the semiconductor decline, noting its earnings multiple has more than halved over the past year while AI data centre revenue growth expectations have roughly doubled. Milford Asset Management's Andrew Curtayne backed ASML, citing its dominant position in extreme ultraviolet lithography technology.
Why “Unverified”
- Reported by Hedgeweek alone, with no second source or primary confirmation yet
1 independent source group across 1 post · evidence score 48/100. How labels work
Market around the story
- NVDA Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.
What the sources claim
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EFM Asset Management's John Wylie highlighted Nvidia as an attractive opportunity following the recent decline in semiconductor stocks. NVDA
“highlighted Nvidia as an attractive opportunity following the recent decline in semiconductor stocks”
Hedgeweek -
Nvidia's earnings multiple has more than halved over the past year even as revenue growth expectations for its AI data centre business have roughly doubled. NVDA
“earnings multiple has more than halved over the past year, even as revenue growth expectations for its AI data centre business have roughly doubled”
Hedgeweek -
Nvidia shares fell 9.3% on Thursday amid concerns over AI infrastructure spending and potential regulatory intervention. NVDA
“Nvidia shares fell 9.3% on Thursday amid concerns over AI infrastructure spending and potential regulatory intervention”
Hedgeweek -
Milford Asset Management's Andrew Curtayne backed the semiconductor sector by selecting ASML.
“Andrew Curtayne also backed the semiconductor sector, selecting Dutch chip-equipment manufacturer ASML”
Hedgeweek -
Curtayne pointed to ASML's dominant position in extreme ultraviolet lithography technology as a significant competitive advantage despite recent weakness.
“dominant position in extreme ultraviolet lithography technology, which is essential for manufacturing advanced semiconductors, as a significant competitive advantage”
Hedgeweek
Sources
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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-11-06 10:30 UTC. Labels are computed from the sources, not by the model.