MarketWatch · Jul 2, 2026 13:01 UTC

This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’

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This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’

Summary

Blue Whale Growth Fund manager exited software stocks before many others did.

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