Nvidia (NVDA) tapped a new all-time high today after CEO Jensen Huang took the stage at CES 2025 Monday night. Kevin Mahn says Huang’s presentation certifies Nvidia as the center of the A.I. ecosystem, noting the company’s diverse projects, including its Blackwell chips. He notes strength throughout the rest of the space, including TSMC (TSM), which recently hit its own all-time high. Tom White turns to example trades for each company.
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Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with several of the portfolios management ideas for consideration discussed during this interview.