The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call

Josh Wolfe, a venture-capital investor, has identified a third strong conviction call to lift hardware stocks, having previously backed Nvidia in 2016 and a memory-chip maker in 2024. He uses ideas from his portfolio companies to invest in the stock market. This new call is expected to positively impact hardware stocks.