Blue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling Microsoft

About this episode

Stephen Yiu discusses the differences between Microsoft and Nvidia in the context of AI investments.

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https:/...

People in this episode

Host: Carl

Guest: Stephen Yiu

Topics covered

• investing
• technology
• AI stocks
• financial news
• market analysis

Keywords

• Nvidia
• Microsoft
• AI stocks
• Blue Whale Growth Fund
• Stephen Yiu

Mentioned in this episode

Organizations: Blue Whale Growth Fund, Microsoft, Nvidia, Finimize

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