Billionaire Investors Shift from Super Micro to AI Infrastructure Leaders
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Billionaire investors like Steven Cohen, Ken Griffin, and Israel Englander sold shares of Super Micro Computer (SMCI) in Q4 2022 despite its huge gains.
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They invested instead in AI infrastructure stocks like Amazon (AMZN), Dell (DELL), Nvidia (NVDA), and AMD (AMD).
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These stocks provide the physical backbone for AI data centers and have more long-term potential.
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Griffin and Englander also bought shares of AI leaders Alphabet (GOOGL) and Apple (AAPL).
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Super Micro is constrained by Nvidia's supply shortage and risks not meeting high growth expectations.