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war-conflict · severity 2/5

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

·4h

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

TickersSK, AIChannelssemiconductors, stocksCountriesusa, koreaCategorieswar-conflict
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Published
7/2/2026, 11:55:00 AM
Fetched
7/2/2026, 12:07:27 PM
Confidence
60 / 100
Relevance
47 / 100
Trust
Language
en