Billionaire Investor Bets Big on Nvidia, Amazon, and Microsoft for AI Growth
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Billionaire investor David Tepper has 28.2% of his hedge fund's portfolio invested in 3 AI stocks Nvidia (8.8%), Amazon (9.4%), and Microsoft (10%).
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Nvidia is a leader in graphics chips and AI computing, with strong growth potential in multiple markets like gaming, data centers, networking, and more.
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Amazon is positioned to benefit from growth in e-commerce, digital ads, and cloud computing, especially cloud AI services.
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Microsoft stands to gain from enterprise software and cloud computing, with investments in AI like OpenAI's models and Microsoft 365 Copilot.
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All 3 companies have potential for double-digit revenue growth annually through 2030 based on market forecasts, making them appealing long-term AI investments.