Christopher Wood's Bet on Greek Infrastructure Outperforms Nvidia
In October 2025, Jefferies' Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio. Since then, GEK TERNA's stock has risen 65% in US-dollar terms, outperforming Nvidia's 15% gain. Wood's move reflects his preference for infrastructure, fiscal reform, and improving economic fundamentals over crowded AI trades.
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