Investment manager 'still a big believer in Nvidia'

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STORY: No stock has symbolized the chip industry's success more than Nvidia, whose shares tripled in 2023 as the company's market value topped $1 trillion, driven by excitement over the central role of the company's products in artificial intelligence applications.

But some of the shine is wearing off its shares, and those of other U.S. semiconductor companies, as investors weigh steep valuations, high interest rates and signs of industry unease.

But Orczyk Sissel considers Nvidia "a special name."

"There is nobody who can compete with them for market share," she says, "and as long as that's the case, I'm a believer in Nvidia."