The Story
News Summary
- Ashva Capital's Q2 2026 letter highlights Micron (MU) as its top holding, citing AI-driven demand shifting memory chip economics from cyclical to more structurally strong, despite MU's recent pullback.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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