By Trevor Jennewine
Publication Date: 2026-03-17 08:12:00
Nvidia (NVDA 0.44%) and Micron Technology (MU +1.93%) design data center infrastructure critical to artificial intelligence, which has made both stocks popular with investors. But billionaires Israel Englander and David Tepper sold Nvidia and bought Micron in the fourth quarter.
Englander and Tepper run hedge funds that beat the S&P 500 (^GSPC +0.63%) by more than 30 percentage points in the last three years, which makes them excellent sources of inspiration. But investors should think twice before swapping Nvidia for Micron.
Micron shares have added 50% while Nvidia shares have fallen 3% since the fourth quarter ended in December, and Wall Street now views Nvidia as the more attractive stock.
- Among 69 analysts, Nvidia has a median target price of $265 per share. That implies 47% upside from its current share price of $180.
- Among 49 analysts, Micron has a median target price of $450 per share. That implies 6% upside from its current share price of $426.
Here’s what investors should know about Nvidia and Micron.
Image source: The Motley Fool.
Nvidia: The stock Englander and Tepper sold in the fourth quarter
Nvidia develops graphics processing units (GPUs), central processing units (CPUs), and high-performance networking equipment. While best known for inventing the GPU, a chip that accelerates complex data center workloads like artificial intelligence (AI), the company also has the largest networking business in the world.
Nvidia holds more than 80% market share in AI…
