About the contributor:
Mark Tepper

There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results.

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Mark Tepper discusses why his firm reduced its overall semiconductor exposure while continuing to hold larger companies including Nvidia, Broadcom and Taiwan Semiconductor. He explains why Nvidia’s valuation and expected earnings growth may still make it attractive compared with the broader market.