Investor Intelligence
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Investor Intelligence
Blue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling Microsoft
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It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart.
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