Billionaire Philippe Laffont of Coatue Is Dumping Shares of Nvidia and Palantir and Piling Into This Artificial Intelligence (AI) Infrastructure Juggernaut | The Motley Fool

Laffont’s Coatue Management sent shares of Wall Street’s two hottest artificial intelligence (AI) stocks packing in the June-ended quarter in favor of a company critical to the AI supply chain.

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https://www.fool.com/investing/2024/10/31/billionaire-philippe-laffont-sold-nvidia-palantir/