CNEQ: Concentrated Risk With High Return Potential

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] Group 2: Investment Position - The article indicates that the analyst holds a beneficial long position in NVDA shares through stock ownership, options, or other derivatives [2]