“Are you still buying NVIDIA stock?”
This is a question I’ve been quietly asking myself recently as a private banker serving the ultra-high-net-worth in Singapore.
NVIDIA’s Q2 2025 earnings report, announced recently, once again highlighted the robust demand for AI.
The common narrative is that the “AI revolution is accelerating, with AI infrastructure investment set to expand to $3-4 trillion by 2030.”
It makes it sound like buying NVIDIA stock is the only correct move.
However, we professionals have a different perspective.
