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Barometer Capital Praises AI Hardware Demand as NVIDIA Bolsters Returns

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The Story

News Summary

  • Barometer Capital Management highlighted positive IT performance in its Q2 2026 letter, noting contributions from NVIDIA alongside new positions like SiTime Corporation.
  • Rising data rates across AI data centers and networking continue driving solid demand for core semiconductor hardware.
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218.29 +19.87% over the displayed period

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