Nvidia Stock vs. Sandisk Stock: Billionaires Buy One and Sell the Other
Source: Motley Fool
2026-03-04 03:59:00 ET
In the past year, Nvidia (NASDAQ: NVDA) stock has increased 46%, while Sandisk (NASDAQ: SNDK) shares have added 1,220%. But two hedge fund billionaires bought Nvidia and sold Sandisk in the fourth quarter.
Asness and Schonfeld handily beat the S&P 500 (SNPINDEX: ^GSPC) during that last three years, which makes their portfolios a good place to search for inspiration. Both fund managers clearly favor Nvidia over Sandisk. Here's why I agree.
Image source: Getty Images.
NVIDIA Corporation
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