What is the sentiment of this news? Please choose an answer from {strong negative/moderately negative/mildly negative/neutral/mildly positive/moderately positive/strong positive}.

Our thesis played out followed by a sharp correction in mid-22; we are now moving Nvidia to a buy. We previously called out exposure risk to crypto-mining-related GPU sales. We expected the exposure to result in a significant downside for the company as ETH shifts to Proof of Stake.
moderately positive