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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.’

Economy MarketWatch By Barbara Kollmeyer 02 Jul 2026 12:42 1 min read
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.

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

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