GEK TERNA STOCK
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying off
Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades.
Jefferies’ Chris Wood sells India to buy more of China in Asia ex-Japan portfolio
Chris Wood cautioned that the US stock market’s AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of 2000. With margin debt up 33% year-on-year and valuations at record highs, GREED & fear has decided to remove Nvidia from its global equity portfolio after a 595% gain, replacing it with Greece’s Gek Terna.
Breakout Stocks: How GMR Infrastructure, LIC Housing and NOCIL are looking on charts for tomorrow’s trade
GMR Airports Infrastructure is currently developing two significant greenfield airport projects - one in Bhogapuram, Andhra Pradesh, and the other in Heraklion, Crete, Greece, in collaboration with construction company GEK Terna. The passenger traffic at Delhi and Hyderabad airports is consistently increasing, reaching the highest year-to-date (YTD) levels recorded.
Record date today for GMR Infra shareholders to receive shares in new non-airport entity
The company’s board set 12 January as the record date as of which shareholders of 10 equity shares of Rs 1 face value in GIL will receive one equity share of Rs 5 face value in GPUIL.
