30 Best Investors to Follow on Twitter and Social Media

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In this article, we will take a look at the 30 best investors to follow on Twitter and social media. If you want to skip our detailed analysis, you can go directly to 5 Best Investors to Follow on Twitter and Social Media.

Morgan Stanley Bullish on Diversified, Alpha Hedge Fund Portfolios

On December 31, 2023, Morgan Stanley reported that falling inflation levels are expected to be sluggishly above bank targets ahead of 2024. Such may lead to price dispersion and provide hedge fund alpha opportunities across asset classes. Throughout 2024, the Fed is expected to ease monetary policy which may eventually push wide discrepancies among winners and losers. While an easing cycle coupled with higher interest rates may increase volatility in bond prices, hedge funds may be able to benefit from higher interest rates, especially with derivative-based investing strategies. Morgan Stanley is bullish on diversified and alpha hedge fund portfolios in the current environment. The market is uncertain and the outlook for 2024 seems unclear, which may be a hint towards avoiding big and risky bets.

Top Stock Picks of Hedge Funds

Institutional investors are heavily positioned in Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), and Amazon.com, Inc. (NASDAQ:AMZN). Let's take a look at these stocks in detail. You can also take a look at some of the most promising stocks to buy according to hedge funds.

Microsoft Corporation (NASDAQ:MSFT) was a part of 306 hedge fund portfolios at the close of the third quarter of 2023. The total stakes of these hedge funds amounted to $72.19 billion, up from $69.79 billion in the previous quarter with 300 positions. The hedge fund sentiment for the stock is positive.

On November 28, 2023, Microsoft Corporation (NASDAQ:MSFT) declared a quarterly dividend of $0.75 per share. The dividend is payable on March 14 to shareholders of record on February 15. As of January 18, the stock has a forward dividend yield of 0.76% and a 5-year dividend growth rate of 10.16%. The company has been growing its dividends consistently for 19 years and has a payout ratio of 26.70%.

Hedge funds are bullish on NVIDIA Corporation (NASDAQ:NVDA). The stock was a part of 180 hedge fund portfolios at the close of the third quarter of 2023. The total stakes of these hedge funds amounted to $29.58 billion, up from $25.97 billion in the previous quarter with 175 positions.

NVIDIA Corporation (NASDAQ:NVDA) is also on analysts' radars. On January 18, Tigress Financial analyst Ivan Feinseth maintained a Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and raised his price target from $560 to $790. Over the past 3 months, 32 Wall Street analysts have given a buy rating on NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) has an average price target of $668.61 and a high forecast of $1,100.