Since the emergence of Generative Artificial Intelligence into the mainstream consumer market in November 2022, share prices of major semiconductors companies (with the exception of Intel) have surged exponentially. In less than two years, Nvidia Corp's (NASDAQ: NVDA ) marketWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and exce ...