We have been investing since 2016, which is comparatively late considering that the chip manufacturer went public in 1999. We already had the online retailer Amazon in our portfolio in 2004. In the case of Nvidia, it wasn’t a bad time. Since then, the price has risen 120-fold. Are you selling now? At least not everything! We have had to reduce Nvidia’s share in individual funds from time to time for regulatory reasons. But it’s important to understand: this technology is here to stay. People always talk about AI stocks, i.e. stocks that benefit from developments in artificial intelligence. I find that strange: Nobody talks about electricity stocks. Electricity is now the basis of almost all modern developments. It will be the same with AI in a few years. It is not a fad, but an invention that will transform every industry and every business area.
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