Coatues

Billionaire Philippe Laffont Sold 80% of Coatue’s Stake in Nvidia and Is Piling Into This Historically Cheap Artificial Intelligence (AI) Stock Instead | The Motley Fool

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Billionaire Philippe Laffont Sold 80% of Coatue’s Stake in Nvidia and Is Piling Into This Historically Cheap Artificial Intelligence (AI) Stock Instead | The Motley Fool

Laffont has shed a majority of his fund’s position in artificial intelligence (AI) leader Nvidia in favor of an overseas AI company with a boatload of cash. In case you missed it, one of the most… Article Source https://www.fool.com/investing/2024/11/19/billionaire-philippe-laffont-sold-80-stake-nvidia/

Geopolitical Concerns Pose a Threat to Nvidia and the Chip Industry, Coatue’s Laffont Warns

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Geopolitical Concerns Pose a Threat to Nvidia and the Chip Industry, Coatue’s Laffont Warns

Hedge fund manager Philippe Laffont expressed concerns about how geopolitical conflicts could impact the chip industry and the development of artificial intelligence, specifically mentioning Nvidia. Laffont spoke at the Bloomberg Invest conference, highlighting the potential disruption to chip production if China were to invade Taiwan, where major chip manufacturer Taiwan Semiconductor Manufacturing Company is located. … Read more