Hema Parmar 2.5 3 ideas

13F filings show Tiger Global "slashed their stake in Microsoft 14%" and trimmed Amazon and Meta. Conversely, Soros "boosted their stake in Microsoft." "Smart money" is diverging. The Tiger Global exit suggests valuation concerns or profit-taking after a massive run, while Soros suggests continued momentum. This lack of consensus signals a potential plateau or rotation phase for Mega-Cap Tech. Neutral/Hold; follow the rotation into laggards rather than chasing these highs. Missed upside if AI mania continues unabated.