Battered big technology stocks like Nvidia can be havens in disguise, says this fund manager - MarketWatch
1. ILGGX is down 4.06%, but retains top heavyweights in its portfolio. 2. Nvidia holds significant cash, easing demand drop impacts, per Sivaraman. 3. AI investments may yield substantial returns later this year or beyond. 4. Sivaraman favors Nvidia's robustness over consumer stocks amid volatility. 5. Mastercard shows strong potential growth with recession protection, per insights.