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☆ Meta has the best real-world use case for AI at the moment: Portfolio manager
  + stars: | 2024-03-15 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta has the best real-world use case for AI at the moment: Portfolio managerNick Griffin of Munro Partners says social media will be a key beneficiary of the ongoing AI "arms race".
Persons: Nick Griffin, Munro Organizations: Meta, Munro Partners
☆ Looking to invest long-term in Nvidia? Here's how to play the stock according to one growth investor
  + stars: | 2023-10-26 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +4 min
U.S. chipmaker Nvidia has been getting a lot of love from market watchers this year – and growth investor Nick Griffin is no exception. NVDA YTD mountain Year-to-date share price of Nvidia Griffin does not expect this phenomenon to have a significant impact on the company in the long-term. So, short-term, I understand the negativity – but long-term, it's not going to change the fact that people want to buy their chips," Griffin said. Going forward he foresees an increase in the demand for GPUs - which would possibly chip away Nvidia's market share to around 60%. While this may mean a loss of market share to its fellow chipmakers, the growth investor believes that Nvidia is in "a very unique position."
Persons: Nick Griffin, Munro, Griffin, Nvidia Griffin, it's, Griffin –, Cuda, – Organizations: Nvidia, Munro Partners, CNBC's, U.S, U.S ., Munro Growth Locations: Australia, China
☆ CNBC Pro Talks: Munro Partners’ Nick Griffin discusses AI, tech and stocks to short
  + stars: | 2023-10-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Munro Partners’ Nick Griffin discusses AI, tech and stocks to shortArtificial intelligence stocks have been on a tear this year, but is it too late to invest? CNBC’s Will Koulouris spoke to Nick Griffin, chief investment officer of Munro Partners, on the AI theme, Big Tech, the weight-loss drug sector and more.
Persons: Munro, Nick Griffin, Will Koulouris Organizations: Munro Partners, Big Tech
☆ CNBC Pro Talks: Munro Partners' Nick Griffin to discuss AI, Big Tech and stocks to short
  + stars: | 2023-10-17 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
Join CNBC's Will Koulouris as he quizzes Nick Griffin, chief investment officer of Munro Partners, on the AI theme, Big Tech, and how to play stocks such as Nvidia and Microsoft . Munro Partners, with $4.3 billion Australian dollars under management, is focused on global growth stocks. The Munro Global Growth Fund's top five holdings are Alphabet , Amazon , Nvidia , Visa and Microsoft . The firm has another growth-focused fund, the Munro Concentrated Global Growth Fund, with a return of 12% per annum since its inception in 2019. He has been with Munro Partners since 2016 and before that was head of international equities at K2 Asset Management and was also at Deutsche Bank.
Persons: Koulouris, Nick Griffin, Munro, Griffin, Eli Lilly Organizations: Munro Partners, Big Tech, Nvidia, Microsoft, Global, Novo Nordisk, Visa, Samsung SDI, Asset Management, Deutsche Bank Locations: U.S
☆ This stock is a better bet than even U.S. Treasurys, fund manager says
  + stars: | 2022-10-12 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Nick Griffin, chief investment officer at Munro Partners, is so bullish on one stock, he says it's a better bet than U.S. Treasurys. Griffin's Munro Global Growth Fund has outperformed the S & P 500 this year, although it was down around 15% as of Oct. 7. The S & P 500 saw a roughly 23% tumble over the same period. The fund, much like the S & P 500, is heavily weighted toward tech. Tech stocks have taken a beating this year as investors fled the growth part of the market amid volatility.
☆ Why this fund manager likes 3 Big Tech stocks
  + stars: | 2022-10-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy this fund manager likes 3 Big Tech stocksNick Griffin, chief investment officer at Munro Partners, is bullish on these three major tech stocks. He explains why.
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