Soros Fund Dumps Some AI Chip Stocks Amid Bubble Worries But Keeps Betting on Arm Holdings
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Some AI and chip stocks like Nvidia, Arm Holdings, and Super Micro Computer have seen huge gains recently, sparking bubble concerns.
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Billionaire investor George Soros' approach is to rush into bubbles, adding "fuel to the fire" when he sees opportunity.
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Soros Fund Management bought more Arm Holdings last quarter but sold Nvidia and Microsoft shares.
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Companies like Nvidia are posting strong financial results to justify gains, with revenue and profits surging.
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While investors should be wary of a bubble, momentum in AI hardware seems to be building still, presenting potential opportunities.