Brothers Drew Millegan and Quinn Millegan manage the Woodworth Contrarian Fund, a hedge fund based in McMinnville, Oregon. They grew up in the finance world, and specialize in contrarian investment strategies in the US Public and Private markets. Something missing from your portfolio may be a diversification into the Woodworth Contrarian Fund for accredited investors. Now is a great time to diversify your portfolio with an investment into a multi-award-winning fund. An exposure to a value-based contrarian s ...

Brothers Drew Millegan and Quinn Millegan manage the Woodworth Contrarian Fund, a hedge fund based in McMinnville, Oregon. They grew up in the finance world, and specialize in contrarian investment strategies in the US Public and Private markets. Something missing from your portfolio may be a diversification into the Woodworth Contrarian Fund for accredited investors. Now is a great time to diversify your portfolio with an investment into a multi-award-winning fund. An exposure to a value-based contrarian s ...

Group 1: Nvidia - Nvidia reported a 78% increase in revenue to $39 billion in Q4, driven by strong demand for AI hardware in the data center segment [3] - Non-GAAP net income rose 71% to $0.89 per diluted share, although gross margin declined by 3 points [3] - Concerns about AI infrastructure spending have been alleviated, with DeepSeek's efficient training methods potentially increasing demand for Nvidia chips [4] - The durability of the AI boom positions Nvidia favorably, especially with the rise of physical AI technologies [5] - Nvidia's GPUs are the leading AI accelerators, supported by a robust software ecosystem, particularly the CUDA platform [6] - Despite a nearly 30% decline from its peak, Nvidia's stock is currently trading at 24 times forward earnings, the lowest valuation in the past year, making it attractive for patient investors [7] Group 2: Amazon - Amazon's total revenue increased by 10% to $187 billion in Q4, with GAAP net income rising 86% to $1.00 per diluted share [8] - The company is well-positioned in three growing industries: online retail, advertising, and cloud services, aiming to become the world's largest retailer by 2025 [9] - Morgan Stanley analysts view Amazon as an underappreciated leader in generative AI within retail and cloud services, expecting it to capture a larger share of consumer spending [10] - Amazon's stock has fallen 20% from its high, but adjusted earnings are projected to grow 14% in 2025, making the current valuation of 35 times adjusted earnings appear relatively expensive [11]