Nvidia Stock vs. Sandisk Stock: Billionaires Buy One and Sell the Other

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.

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