The billionaire has not missed the story of artificial intelligence (AI). Some of the world’s largest funds are accumulated in this popular growth field and invest in all three major indexes.
Last year, S & P 500 and NASDAQ rose 28 % to 23 %, respectively, and the average Dow Jones Industrial was added by the excitement of this technology.
And one of the most popular stocks is NVIDIA (NVDA -3.67 %)A player who makes a higher RO sound from the beginning of the AI boom. The shares rose 171 % last year alone.
This is a major AI chip designer, which helped the company’s revenue in a quarterly record. This AI Star was one of the four most popular high -tech shares in 16 hedge funds operated by billionaire last year.
But NVIDIA is not the only company that is now profitable from AI Boom. Amazon (Amzn 1.30 %)Through the cloud unit Amazon Web Services (AWS), various AI products and services have been sold to customers, which has helped to report an annual income of $ 110 billion. Last year, stocks rose 44 %.
Both of these shares are important equipment for many successful investors, but recently the billionaire has purchased one and sells the other.
Image source: Getty image.
A glimpse of the millionaire’s heart
A manager who supervises over 100 million dollars needs to submit a report every quarter, which describes investment movements. These 13F forms can glimpse the hearts of the world’s best investors. Copying all movements is not realistic, and certain purchases or sales do not even follow strategies or investment styles.
However, if you look at what the billionaire is doing through a 13F window, it proves the market knowledge over time, so it may provide valuable insights and some investment ideas. there is. And recently, billionaire has purchased Amazon and sells NVIDIA.
In the third quarter, the Courton Associates of Bruscobner, Stephen Mandeljunia’s loanpurincapital, and the Philipla Font’s coat management were added to the Amazon stocks, respectively. CAXTON made a particularly large movement and increased Amazon Holding by 400 % or more. Currently, 10 % of portfolios are expressed from less than 2 %.
At the same time, Duquesne Family Office STANLEY DRUCKENMILLER sells all NVIDIA shares and reduces top -chip designs. I did it.
Of course, these movements do not necessarily mean that NVIDIA’s growth is over. DruckenMiller said in an interview with Bloomberg that he regrets selling stocks and will consider purchasing again if the price is correct.
In many cases, investors are confronting NVIDIA’s interests and looking for other players who may be able to get a lot of AI’s next waves. And the company may be Amazon.
The AI score wins with e -commerce and cloud computing
Amazon has won the AI in two ways. The company’s e -commerce operation has become more efficient thanks to investment in technology.
For example, robot engineering with AI has rationalized the operation at the Full Filling Center. This reduces costs, continues to provide low -priced customers, and still produce solid profits. This is immediately positive for revenue, and customers need to increase their profits in the future because they like these low prices and are back.
But if Amazon can win the biggest victory, it’s a cloud computing. As mentioned earlier, AWS sells large -scale portfolios for AI products and services, which has already exceeded the growth of revenue.
At the time of the Agent AI era, Amazon was able to play a major role. Agent AI is a software that can be applied by inferring solutions to the problem, and this technology allows you to apply the progress you have seen so far to the real world.
It is expected to drive a completely new wave of AI growth. AWS is a platform for building agent AI, which can be one of the major winners.
Therefore, the billionaire who has purchased Amazon shares may have set themselves for additional AI gain this year and in the next few years. And the good news is that there is no need to drop NVIDIA, a millionaire, or to overhauled the strategy to win. Instead, add some Amazon stocks to the portfolio and keep this AI growth story to the next exciting stage.
John Mackey, a former CEO of Amazon subsidiary WHOLE FOODS MARKET, is a member of the Motley Fool’s Board of Directors. Adria cimino has a position on Amazon. Motley fools are recommended by working for Amazon and NVIDIA. Motley fools have a disclosure policy.
