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/
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. … Article Source https://www.fool.com/investing/2024/10/31/billionaire-philippe-laffont-sold-nvidia-palantir/
Billionaire Philippe Laffont of Coatue Is Dumping Shares of Nvidia and Palantir and Piling Into This Artificial Intelligence (AI) Infrastructure Juggernaut Yahoo Finance Article Source https://finance.yahoo.com/news/billionaire-philippe-laffont-coatue-dumping-090600204.html
Philippe Laffont’s hedge fund, Coatue Management, just made a major purchase in a non-traditional data center stock. Philippe Laffont is a billionaire investor best known for founding the hedge fund Coatue Management. While hedge funds are widely… Article Source https://www.fool.com/investing/2024/10/20/billionaire-philippe-laffont-just-increased-his/
Philippe Laffont’s hedge fund, Coatue Management, has been scooping up shares of Taiwan Semiconductor for several consecutive quarters. Billionaire investor Philippe Laffont is the founder of Coatue Management, one of Wall Street’s most… Article Source https://www.fool.com/investing/2024/10/17/billionaire-philippe-laffont-continues-to-buy-this/
Coatue Management’s founder Philippe Laffont has recently stated that the escalating geopolitical tensions pose a significant threat to Nvidia and the overall chip industry. Laffont’s concerns stem from the increasing trade conflicts and restrictions that could potentially disrupt the global supply chain for semiconductors. The semiconductor industry, which plays a crucial role in powering various … Read more
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