markets3 months ago
This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money.’
Blue Whale Growth Fund manager exited software stocks before many others did.
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Blue Whale Growth Fund manager exited software stocks before many others did.
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Strategists at Goldman Sachs said the three key catalysts for the Russell 2000’s recent outperformance were the artificial-intelligence industry, a strong economic backdrop and a boost in biotechnology stocks.
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