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WKN DE: A40MRM / ISIN: US86800U3023

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08.10.2025 10:10:00

Billionaire Philippe Laffont Just Dumped Super Micro Computer Stock and Piled Into These 4 AI Superpowers

The theme of artificial intelligence (AI) has driven tremendous stock market gains over the past two years and propelled the S&P 500 to record highs in recent weeks. Investors have been buying shares of AI stocks hand over fist, aiming to benefit from what may become a trillion-dollar market.And some of the world's most successful investors, such as Philippe Laffont of Coatue Management, have been leading the way. What's important about this is that some of their moves may offer the rest of us -- who might be overwhelmed by the wide array of AI stocks -- some investing inspiration. Of course, it would not be smart to follow every one of these investors' moves, as it's important to consider your own individual investment strategies and your comfort with risk. But, if a billionaire makes a move that suits your investment style, it could be one to follow.Now, let's consider decisions Laffont made in the second quarter of this year. The billionaire dumped his fund's entire position in Super Micro Computer (NASDAQ: SMCI) and piled into four AI superpowers. Let's take a closer look.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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