Ken Griffin Bets Big on AI with Top Stakes in Nvidia, Microsoft, AMD, Meta, and Amazon
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Ken Griffin's top 5 stock holdings are AI companies Nvidia, Microsoft, Advanced Micro Devices, Meta Platforms, and Amazon. He significantly increased his stakes in several of them.
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Nvidia is the leader in AI chips, but supply shortages persist. Microsoft is integrating AI across products and services.
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Advanced Micro Devices and Meta Platforms offer alternatives and opportunities in AI chips and services.
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Amazon uses AI across e-commerce operations and offers AI cloud services.
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Most of the stocks are selling at discounts compared to future earnings growth potential from AI.