Reported 1 day ago
Billionaire investor Ray Dalio has sold 27% of Bridgewater's stake in Nvidia, reducing his holdings amidst rising competition and regulatory constraints impacting the AI industry. Concurrently, he significantly increased investments in Broadcom and Super Micro Computer, both of which are poised to benefit from AI trends. Despite facing scrutiny due to accounting issues, Super Micro’s strong sales appeal continues, while Broadcom's diverse revenue streams may provide more stability compared to Nvidia.
Source: YAHOO