Summary: Hedge fund founder Jonah Cheng sold his Nvidia shares due to concerns about inventory risks, competition, and potential slowing of cloud computing spending. Despite Nvidia’s strong performance and analyst favoritism, Cheng remains cautious about the company’s outlook. He now favors smaller tech suppliers like Celestica and Wiwynn.

Link: https://www.theedgesingapore.com/capital/global-stocks/hedge-fund-42-last-year-offloads-its-biggest-winner-nvidia