Business

Nvidia and SK Hynix Fund Manager's Strategy

Updated 2026-07-02 11:10 UTC 1 source Neutral

A fund manager at Blue Whale Growth Fund sold software stocks before others and bought Nvidia and SK Hynix. His strategy emphasizes following market trends.

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MarketWatch

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.

2026-07-02 10:52 UTC