What Ray Dalio is tellin vs.what his firm is doing。。

来源: 2026-02-16 18:11:53 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Ray Dalio is scaring the hell out of investors, yet his Bridgewater fund increased its stakes in $NVDA by 54%; $AMZN by 82%; $AVGO by 45%; $ORCL by 220%; $RDDT by 24%; and $MU by 89377%.

https://x.com/TheTechInvest/status/2023438070931136890?s=20

 

 

By Grok: Yes, based on Bridgewater Associates' Q4 2025 13F filing reported across sources like GuruFocus, Seeking Alpha, and SEC EDGAR, the fund increased stakes in NVDA (~54%), AMZN (~82%), AVGO (~45%), ORCL (~220%), RDDT (~24%), and MU (massively, ~89,377% from a small base). The details align with the post.