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

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

By Steve Goldstein
Publication Date: 2026-05-11 09:13:00

Josh Wolfe, a venture-capital investor who uses the ideas from his portfolio companies to invest in the stock market, says he has identified a third strong conviction call that will lift hardware stocks.