Blue Whale Growth, managed by Stephen Yiu, has reduced exposure to major US tech companies like Microsoft due to concerns over their hefty investments in AI infrastructure. Yiu has aggressively sold shares in Microsoft, pushing it out of the top 10 holdings for the first time since 2017. Blue Whale has seen success, returning 24% this year, with a significant stake in Nvidia and concerns over the financial performances of other Magnificent Seven tech giants like Meta, Amazon, and Alphabet prompting Yiu to adjust the fund’s portfolio.
Full Article
3 Best Tech Stocks for the Second Half of 2025
As of mid-2025, the stock market has shown varied performance, with the S&P 500 up 2%, Nasdaq Composite up 1%, and Dow Jones down 1% year-to-date. Analysts from Fool.com recommend investing in Reddit (NYSE: RDDT), Advanced Micro Devices (NASDAQ: AMD), and Meta Platforms (NASDAQ: META) as top technology sector picks for the second half of the year. Explain It To Me Like I'm 5: The stock market is like a big store where people buy...
Read more