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Palantir Stock vs. Nvidia Stock: Billionaires Buy One and Sell the Other

The Motley Fool

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. million shares of Palantir, reducing his stake by 91%. million shares of Nvidia, increasing his stake by 194%.

Stakes 245
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Nvidia Stock vs. Apple Stock: Billionaires Buy One and Sell the Other Ahead of 2025

The Motley Fool

million shares of Nvidia, nearly tripling his stake. million shares of Apple, reducing his stake by 90%. million shares of Nvidia, increasing his stake by 75%. Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. He also sold 4.9

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Cathie Wood Goes Bargain Hunting: 1 Artificial Intelligence Semiconductor Stock She Just Bought (Hint: It's Not Nvidia)

The Motley Fool

This particular semiconductor stock looks dirt cheap relative to its growth prospects. Hence, the company was able to command enormous pricing power for its chips and acquire an overwhelming stake in the total addressable market. The best part? For much of the last two years, Nvidia had virtually zero competition in the GPU realm.

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Should You Follow Billionaire David Tepper and Dump Your Stake in Nvidia Stock?

The Motley Fool

According to Appaloosa's latest 13F, the firm dumped 84% of its stake in semiconductor stock Nvidia (NASDAQ: NVDA) in the second quarter. Rather, if you think the company's growth prospects look compromised or uncompelling, you may want to take some profits while keeping some exposure to Nvidia, just as Tepper did.

Stakes 246
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Billionaire Philippe Laffont Sold 80% of Coatue's Stake in Nvidia and Is Piling Into This Historically Cheap Artificial Intelligence (AI) Stock Instead

The Motley Fool

Over the last 18 months, Laffont and his team have shown a collective 39,663,859 shares of the world's largest publicly traded company to the door, thereby reducing Coatue's stake by 80%! where online retail sales have long since matured, China's burgeoning middle class gives its e-commerce growth prospects a long runway.

Stakes 233
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Billionaire Jeff Yass Sold 61% of Susquehanna's Stake in Palantir and Is Piling Into Another Headline-Grabbing Artificial Intelligence (AI) Stock

The Motley Fool

Although Palantir's stock absolutely deserves a premium, I'd suggest there are simply too many question marks about its valuation and future growth prospects to support its nosebleed multiple. This means Foundry will be its key growth driver in the years to come. Image source: Getty Images.

Stakes 246
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Why Medical Properties Trust Stock Is Tanking Today

The Motley Fool

Weighing on the healthcare real estate investment trust's (REIT's ) stock price was a report that a California regulator put its deal to help Prospect Medical Holdings on hold. So what Medical Properties Trust unveiled a comprehensive recapitalization transaction with Prospect Medical in May.

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