AI Investment Strategies: Why Stephen Yiu is Bullish on Nvidia and Moving Away from Microsoft | Stephen Yiu - CIO, Blue Whale Growth Fund 00:10:00
Stephen Yiu is the Chief Investment Officer at Blue Whale Growth Fund, where he leads strategic investment decisions with a focus on growth equities. Known for his sharp insights into the tech and AI sectors, Yiu analyzes market leaders like Nvidia and Microsoft, identifying distinctions in their long-term growth potentials. With a career spanning roles in fund management and equity research, Yiu brings a data-driven approach to identifying investment opportunities. He frequently shares his perspectives on adapting portfolios to emerging technologies and market trends.