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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.’

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

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

Published July 2, 2026 · Category: Finance

Overview

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

Source

Originally published at www.marketwatch.com.

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