The Divergent Paths of Nvidia and Vistra In 2023, Nvidia and Vistra have seen phenomenal stock gains of 860% and 700%, respectively, powered by the surge in artificial intelligence and energy demand. Recently, billionaire hedge fund manager David Tepper made significant moves in his investment portfolio, shifting from Nvidia to Vistra. In the third quarter, Tepper offloaded 65,000 shares of Nvidia, reducing his stake by 9%, causing it to fall out of the top 25 positions held by Appaloosa Management. In contrast, he initiated a new position by purchasing 1.2 million shares of Vistra, elevating it to one of the
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