Billionaires Shift from Nvidia to Broadcom Amid AI Boom

Reported 2 days ago

Billionaire investors Ray Dalio, Philippe Laffont, and Stanley Druckenmiller are selling Nvidia shares and investing significantly in Broadcom, an AI networking giant that completed a stock split this year. While Nvidia has seen massive gains of 170% this year, these investors are betting on Broadcom's growth potential as demand for AI technology surges, leading to a recent 47% revenue increase attributed to AI services. Despite maintaining some Nvidia holdings, they view Broadcom as a promising opportunity in the rapidly evolving AI market.

Source: YAHOO

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