Billionaires did not miss the story of artificial intelligence (AI). Some of the largest funds in the world have piled up this popular growth area and invested in the stocks of these three major indexes.
Last year, the Standards 500 Index and Nasdaq increased by 23 % and 28 %, respectively, and the average level of Dow Jones Industrial increased by 12 %, thanks to the excitement of this technology.
One of the most popular stocks is Nvidia (NASDAQ: NVDA)Since the early days of AI prosperity, this is a roaring player. Last year alone, the stock climbed 171 %.
It is the main designer of AI chips, which helps the company's income soaring to quarter. This AI star was one of the four most popular technology stocks of Motley Fool Analysis last year, 16 hedge funds operated by billionaires.
But NVIDIA is not the only company in the AI prosperity period. Amazon (Nasdaq: AMZN)Through its cloud unit Amazon Web service (AWS), various AI products and services were sold to customers, which helped AWS report the annual income operation rate of $ 110 billion. The stock price rose 44 % last year.
Although these two stocks are important fixed devices in many successful investors' investment portfolios, recently, billionaires have been purchasing and selling another.
The manager responsible for supervising $ 100 million or more must submit a report every quarter to introduce their investment moves in detail, and these 13F forms make us glimpse the minds of some of the best investors in the world. Copy each of them is not realistic, and some purchases or sales may even be inconsistent with your strategy or investment method.
However, look at what billionaires are doing from the 13F window can provide us with valuable insights and some investment ideas, because they have proved that they have aware of the market over time. Recently, Billionaires have been buying Amazon and selling NVIDIA.
In the third quarter, Bruce Kovner's Caxton Associates, Stephen Mandel Jr. Carkson took a particularly big move to hold its Amazon holding The amount increased by more than 400 %, and now it accounts for 10 % of the investment portfolio, which is less than 2 %.
At the same time, Stanley Druckenmiller, Stanley Druckenmiller in the Duke family office, sold all his NVIDIA shares, David TEPPENT of the AppaLoosa Management (AppaLoosa Management) reduced their top chip in the top chip at the top chip at the top chip at the top chip. The location of the designer.
Of course, these actions do not necessarily mean that the growth of NVIDIA has ended. Druckenmiller even said in an interview with Bloomberg that he regrets the sale of his stock. If the price is appropriate, he will consider buying again.
In many cases, investors are locking NVIDIA's profits and looking for other players who may gain a lot of benefits in the next wave of AI growth. That company may be Amazon.
Amazon won in two ways. Due to its investment in technology, the company's e -commerce operations have become more effective.
For example, AI -driven robot technology simplifies the operation of the performance center. This helps lower costs, so that it can continue to provide customers with low prices and still generate reliable profits. This is immediately positive for the income, and it should continue to return with the customer's love, so it should increase profits.
But Amazon's biggest victory is cloud computing. As mentioned earlier, AWS has sold a large number of AI products and service portfolios, and has increased income growth.
Now, when we enter the AI era, Amazon can play an important role. Act AI is a software that can reason and apply solutions to problems, so that the progress we see in technology so far is applied to the real world.
It is considered to promote the new wave of AI growth. AWS may become one of the biggest winners with its construction agent AI platform.
Therefore, billionaires who have purchased Amazon shares may set up additional AI income settings this year and the next few years. The good news is that you don't have to become a billionaire, give up NVIDIA, and you don't have to cultivate your strategy, and you can also win. Instead, you only need to add some of Amazon's shares to your investment portfolio, and then stick to the next exciting stage with this AI growth story.
Before you buy stocks in Amazon, please consider:
this Motley Fool Stock Advisor The analyst team has just determined that what they think is 10 best stocks Investors are now buying ... Amazon is not one of them. The 10 stocks of the layoffs may have a monster return in the next few years.
When to consider when Nvidia This list was listed on April 15, 2005 ... If you invest 1,000 US dollars when the proposal, You will have $ 735,852Intersection *
It is worth noting now Stock consultantThe total average return is 903 % -Compared with the market sprint 176 % For the Standard S & P 500 Index. Don't miss the latest top ten lists.
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*As of January 27, 2025, the stock consultant returned
John Mackey, a former CEO of Amazon Son, is a member of the board of directors of Motley Fool. Adria Cimino owns positions in Amazon. Motley fools have a place and recommend Amazon and NVIDIA. Motley fools have disclosed policies.
Amazon VS NVIDIA: Billionaires are buying one, selling another published by Motley Fool