Famous Fund Manager Explains Why He Sold NVIDIA (NVDA) Position After Earnings — ‘I Saw The Wind’
Major AI stocks are struggling to gain traction as investors rethink their strategies amid concerns of a slowdown in spending. Even top tech bulls are starting to use the word “bubble” for the AI trade. Gene Munster, Deepwater Asset Management managing partner, said in a latest program on CNBC that he believes we still have two years of the AI bull run before the bubble bursts.“From a high-level perspective, I always return to the fundamentals as a tech investor. The fundamentals of these companies remain strong. I predict we have two good bullish years ahead before a spectacular bubble burst. When I see this, it shakes my confidence, but if I stay focused on the fundamentals, I still believe this trade will play out.”READ ALSO7 Best Stocks to Buy For Long-Termand8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks analysts are currently talking about. With each company we have mentioned the number of hedge fund investors.Why are we interested in the stocks tha