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

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://fini...