Nvidia scandal pushes TL20 portfolio to drop NVDA after 1,084% run since 2022
TiernanRayTech · x · 2026-11-12
Tiernan Ray made an off-schedule weekend rebalance of his TL20 stock picks, removing Nvidia due to the ongoing scandal surrounding the company, with three additions and three deletions overall. He recounts adding Nvidia in July 2022 when even professional money managers avoided it; through the November 6 close it is up about 1,084%. His thesis: losing Jensen Huang would mean losing a visionary, not just a talented manager — which is why he had been loathe to sell.
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