This Billionaire Just Sold Nvidia and AMD Shares to Buy These AI Stocks
Finally, he also added to his position in Microsoft(NASDAQ: MSFT), increasing his number of shares by 8%. Microsoft's Azure is seeing huge growth, and the company has huge locked-in commitments from OpenAI, which should continue to drive strong growth over the next several years.
With AI still looking like it is in its early innings, I think both the hyperscalers and the AI infrastructure names like Nvidia, Micron, and TSMC all look like solid long-term investments.
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Geoffrey Seiler has positions in Alphabet and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Micron Technology, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
This Billionaire Just Sold Nvidia and AMD Shares to Buy These AI Stocks was originally published by The Motley Fool
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