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

The Motley Fool
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77% Informative

Billionaire Philippe Laffont of Coatue Management is selling shares of Nvidia and Palantir .

Coatue has sold 72% of its fund's stake in Nvidia between March 30, 2023 and June 30, 2024 .

Meanwhile, Coatue 's brightest investment minds dumped the entirety of their stake in PalantIR in the June-ended quarter ( 4,816,195 shares) The company is valued at 105 times forecast earnings per share ( EPS ) for 2025 .

Coatue Management has increased its stake in Taiwan Semiconductor Manufacturing by more than 3,500% this year .

The excitement surrounding Taiwan Semi has to do with its role in producing AI -accelerated data centers.

Taiwan Semi is the company responsible for making all of Apple 's customized chips, including those that go into its market-leading iPhone.

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short-lived

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