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Globe and Mail
19-07-2025
- Business
- Globe and Mail
Meet the AI Stock That's Greatly Outperformed Every Member of the "Magnificent Seven" This Year and Billionaire Philippe Laffont is Buying Hand Over Fist
Key Points This high-growth artificial intelligence (AI) company has seen its stock soar in the triple digits this year. The company also is delivering explosive revenue growth. 10 stocks we like better than CoreWeave › The S&P 500 (SNPINDEX: ^GSPC) roared higher over the past couple of years, and though many stocks contributed, one particular group is seen as the leader of that movement. I'm talking about the "Magnificent Seven," a group of supercharged tech stocks that dominate in the world's highest-growth industries, from artificial intelligence (AI) and cloud computing to autonomous vehicle technologies. These players have seen both revenue and their stock prices soar thanks to their innovation and leadership. But one particular stock just showed the world you don't have to be a member of this elite group to deliver fantastic returns to investors, and it hasn't escaped the attention of a certain billionaire: Philippe Laffont of Coatue Management saw the stock's potential early on, buying shares of this company hand over first in the first quarter. Let's meet this AI stock that's greatly outperformed every member of the Magnificent Seven so far this year. Laffont's focus on technology First, though, let's consider why Laffont's interest in the stock is important. Laffont oversees more than $22 billion in 13F securities, or positions that must be reported on a quarterly basis to the Securities and Exchange Commission. Managers of more than $100 million in U.S. securities must file form 13F, and this is great for us because it offers us a glimpse into the most successful investors' strategies and latest moves. Laffont is a "Tiger Cub," or former employee of renowned hedge fund Tiger Management who went on to create a new fund. He started Coatue in 1999 and is heavily invested in tech stocks, with his top holdings Meta Platforms, Amazon, and Taiwan Semiconductor Manufacturing. So Laffont has a certain interest and expertise in technology -- including AI -- companies, which makes it interesting to consider his moves in the industry and examine whether they may be right for us. And this brings us to the subject of the Magnificent Seven-beating stock. This player is CoreWeave (NASDAQ: CRWV), a company that launched its initial public offering in late March and since that time has soared more than 250%. Here's a look at its performance compared to Magnificent Seven stocks so far this year: NVDA data by YCharts In the first quarter, Laffont scooped up 14,402,999 CoreWeave shares, giving it a weight in the portfolio of almost 2.4% and the position of 16 out of a total 70 holdings. Laffont already has benefited from the investment, considering the stock's performance so far, and this performance is for a very good reason: CoreWeave's revenue is on fire. A revenue increase of more than 400% The company reported a revenue increase of more than 400% in the recent quarter, driven by high demand for its AI platform. So, what exactly is CoreWeave's business? The company sells customers access to something greatly needed in the AI boom, and that's compute. CoreWeave has invested in a fleet of more than 250,000 Nvidia graphics processing units (GPUs) -- the top chips powering crucial AI tasks -- across dozens of data centers. Customers can rent access to them as needed, even by the hour. This flexibility, as well as CoreWeave's focus and expertise in AI workloads, has helped it grow in this dynamic market. And even market giant Nvidia believes in the CoreWeave story, as it holds a 7% stake in the company. All this sounds great -- so should you follow Laffont into this potential AI winner? CoreWeave faces some headwinds, such as competition from big cloud players like Amazon Web Services and the fact that it must invest heavily in order to keep growth going -- and this may make it difficult to reach profitability. This means CoreWeave isn't the best choice for cautious investors right now. But if you're a growth-focused investor who doesn't mind some risk, you may consider this player that Laffont and Nvidia both love, as it may be well positioned for soaring revenue growth in the quarters to come -- and might even continue to offer the Magnificent Seven players a run for their money when it comes to stock performance. Should you invest $1,000 in CoreWeave right now? Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Adria Cimino has positions in Amazon and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Yahoo
04-07-2025
- Business
- Yahoo
This Billionaire Tech Investor Regrets Not Buying Bitcoin Everyday, Believes The Asset Can More Than Double In Value
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire technology investor and Coatue Management CEO Philippe Laffont regrets not buying Bitcoin. Bitcoin is in Laffont's 'Fantastic 40.' It is not the first time Laffont has expressed pro-Bitcoin sentiments. Despite their storied successes, famed investors don't always get it right. 'I wake up every day at three in the morning and I'm like, why am I such an idiot?' Billionaire technology investor and Coatue Management CEO Philippe Laffont told CNBC on Wednesday, expressing regret at not buying Bitcoin. 'What have I been waiting for not being involved in it [Bitcoin]?' Like many sophisticated investors, Bitcoin's volatility turned Laffont off. 'I always thought bitcoin is amazing, but it's double or triple the volatility of the Nasdaq,' he told CNBC. 'Nasdaq is already pretty volatile. Why do I need to deal with this added volatility?' Don't Miss: — no wallets, just price speculation and free paper trading to practice different strategies. Grow your IRA or 401(k) with Crypto – . But amid Bitcoin's staying power and continued surge, Laffont now believes he was mistaken. He added that the volatility that initially dissuaded him from investing in the asset now appears to be coming down, citing the asset's reaction to President Donald Trump's April 2 'Liberation Day' tariffs. While the Nasdaq fell over 16% in the days following the news, Bitcoin fell only about 12%. Laffont has added Bitcoin to his 'Fantastic 40,' a list of firms and assets he believes will lead the market by 2030. He predicts the asset's market capitalization could hit $5 trillion by then. The target suggests a 138% upside potential for the asset, which currently boasts a market capitalization of $2.1 trillion. Trending: New to crypto? on Coinbase. Laffont reasons that Bitcoin still has room to grow, citing its size relative to the world's market cap. 'Net worth of the world is, I think, $450 trillion to $500 trillion, equities are, let's say, $120 trillion, gold above and under the ground is $20 trillion. And then Bitcoin is $2 trillion. And I was like, okay, well, $2 trillion – let's say it represents half a percent of the net worth of the world. Could it go to one of two?' he told CNBC. Laffont also said Bitcoin could benefit from de-dollarization. The theory is that U.S. exceptionalism may be ending, paving the way for a future with multiple reserve currencies. Many analysts see Bitcoin benefiting from such a scenario. Despite this optimistic outlook on Bitcoin, Laffont is still yet to commit. 'Do I own it now? Do I own it tomorrow or in a few days? But every day, I do think, 'Why do I not own it?'' Laffont said. 'Sometimes you have to change your mind and you have to say, well, I made a mistake.'Laffont had previously expressed these pro-Bitcoin sentiments on June 12. At the time, he urged proponents to lean towards moderation. 'For those of you that think Bitcoin is going to be important, my recommendation is never make it such a big portion of your portfolio that it becomes the driving factor of the portfolio,' he said at Coinbase's (NASDAQ:COIN) State of Crypto Summit in New York. 'You're going to make way more money by having a smaller position that you can keep for 10 years than the big one that worries you all the time.' Read Next: Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — Image: Shutterstock This article This Billionaire Tech Investor Regrets Not Buying Bitcoin Everyday, Believes The Asset Can More Than Double In Value originally appeared on
Yahoo
01-07-2025
- Business
- Yahoo
The 'Magnificent 7' Are Down 22%—And This $22B Hedge Fund Says These 40 Stocks Are the Real Growth Story
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Coatue's latest data reveals the 'Magnificent 7' may be losing their grip—and savvy investors are already positioning for the next wave The tech investing playbook that made fortunes over the past five years might be getting rewritten in real-time. New data from hedge fund giant Coatue Management reveals a striking shift in the technology landscape that could reshape portfolios—and create opportunities for investors willing to look beyond the usual suspects. For years, the 'Magnificent 7' tech stocks—Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG, GOOGL)), Amazon (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Meta (NASDAQ:META), and Nvidia Corporation(NASDAQ:NVDA)—dominated both headlines and returns. But Coatue's analysis shows cracks forming in this seemingly invincible group. Don't Miss: — no wallets, just price speculation and free paper trading to practice different strategies. Grow your IRA or 401(k) with Crypto – . The numbers tell the story: In 2025 year-to-date, four of the seven titans are in negative territory Apple down 22%, Tesla down 19%, Alphabet down 8%, Amazon down 3% Only Meta (+17%), Microsoft (+13%), and Nvidia (+6%) remain positive This marks a dramatic reversal from their collective 1,448% Nvidia surge and triple-digit gains across the board over the past five years Perhaps more telling is Coatue's research on market leadership turnover. Their data shows that roughly one-fourth to one-third of the top 25 companies by market cap change every five years—but 2025's 16% turnover rate is the lowest since 1995. What this means for investors: The current leaders may be more entrenched than in previous cycles, but when change comes, it could be swift and dramatic. The AI wave that began in 2022 is already showing signs of creating this next disruption. Trending: New to crypto? on Coinbase. Coatue's 'Fantastic 40' projection for 2030 offers a roadmap for where institutional money might be heading. The hedge fund, known for early bets on companies like Uber (NYSE:UBER) and TikTok parent ByteDance, sees massive shifts coming: The New Giants (Projected 2030 Market Caps): Microsoft maintaining the No. 1 spot at $5.7 trillion Nvidia holding strong at No. 2. with $5.6 trillion Bitcoin/crypto infrastructure plays gaining ground Enterprise software companies like Palantir (NASDAQ:PLTR) and ServiceNow (NYSE:NOW) breaking into the top 20 The Surprise Inclusions: SpaceX projected at $871 billion (No. 12) Several private companies Coatue expects to go public Emerging fintech and cybersecurity players Despite the long-term optimism, Coatue's data reveals a concerning pattern: AI-related market scares are becoming more frequent and severe. Three major selloffs in less than a year—including the recent Microsoft capex warning that drove the Nasdaq down 14%—suggest the AI investment thesis remains fragile. The takeaway: While AI represents the next major tech wave, the path won't be smooth. Investors need to prepare for continued volatility as the market figures out which companies can actually monetize artificial intelligence.1. Diversify Beyond the Mag 7 The concentration risk in big tech is real. Consider spreading exposure across Coatue's broader 'Fantastic 40' list, particularly in areas like cybersecurity (CrowdStrike Holdings (NASDAQ: CRWD)), enterprise software (Palantir), and emerging payment platforms. 2. Prepare for AI Whiplash Keep cash reserves ready for AI-related dips. Coatue's data suggests these selloffs, while painful, create buying opportunities for long-term investors. 3. Watch the Private-to-Public Pipeline Companies like SpaceX, Stripe, and other Coatue holdings may offer the next generation of public market opportunities. Track their funding rounds as potential pre-IPO indicators. The tech landscape is shifting from a handful of dominant players to a more diverse ecosystem. While the Magnificent 7 aren't disappearing, their monopoly on outsized returns may be ending. For investors, this creates both risk and opportunity—the key is positioning for what comes next, not what just happened. Read Next: Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can Image: Shutterstock This article The 'Magnificent 7' Are Down 22%—And This $22B Hedge Fund Says These 40 Stocks Are the Real Growth Story originally appeared on
Globe and Mail
30-06-2025
- Business
- Globe and Mail
Billionaire Philippe Laffont of Coatue Management Is Piling Into 3 Highly Volatile Momentum Stocks
Nothing holds more importance on Wall Street than data. The problem is the amount of data announced via earnings reports and economic releases can easily overwhelm investors and allow something of importance to be overlooked. For instance, May 15 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission. This filing provides investors with a snapshot of which stocks Wall Street's brightest money managers bought and sold in the previous quarter (the first quarter, in this case). Because of earnings season and the monthly inflation report, investors could have easily overlooked this deadline. Even though 13Fs aren't perfect -- they can provide a stale snapshot for active hedge funds -- they're helpful in identifying which stocks and trends are piquing the attention of Wall Street's leading money managers. While Berkshire Hathaway 's Warren Buffett is typically the most-followed of all asset managers, he's not the only billionaire with a keen eye for value or potential moneymakers. Coatue Management's billionaire chief, Philippe Laffont, has an affinity for picking out a mix of growth, value, and momentum stocks for the nearly $22.7 billion investment portfolio he oversees. During the March-ended quarter, Laffont began piling into three highly volatile momentum stocks. QuantumScape The first exceptionally volatile stock that Laffont couldn't seem to get enough of in the first quarter is solid-state lithium-metal batteries developer QuantumScape (NYSE: QS). Coatue's 13F shows that 4,294,995 shares were gobbled up in the March-ended quarter, which in hindsight looks like a smart move. Over a two-day stretch (June 25 and June 26), shares of QuantumScape skyrocketed by 77%. The fire igniting this rally is the company's announcement that its Cobra separator process had entered baseline production. Cobra is QuantumScape's foundational puzzle piece that allows for the mass-production of solid-state batteries for electric vehicles (EVs). More importantly, the company's process aims to meaningfully reduce production costs, all while extending battery life and shortening charging times. In addition to bringing Cobra into baseline production, QuantumScape reached this milestone ahead of schedule. Most startup companies run into unforeseen issues and delays when attempting to get production off the ground. Wall Street is rewarding QuantumScape for exceeding expectations. While the addressable market is sky-high for solid-state batteries in EVs, consumer demand for EVs, for a variety of factors, has been anything from but sky-high of late. Higher auto loan rates, uncertainties regarding the U.S. economy and President Trump's tariff and trade policy, and a lack of EV infrastructure nationwide, are all reasons EV sales have slumped. Until these issues are addressed, there's a lot of fluidity to QuantumScape's future sales. Furthermore, it's fair to be skeptical of a company that, despite entering into baseline production with its newest battery technology, isn't generating any revenue at the moment, is losing a lot of money each quarter, and boasts a $4.3 billion market cap. Suffice it to say, QuantumScape is an intriguing story stock, but one that has a lot to prove to investors. Plug Power A second momentum stock that billionaire Philippe Laffont chose to pile into in the March-ended quarter is hydrogen fuel-cell company Plug Power (NASDAQ: PLUG). Coatue Management scooped up 4,098,713 shares of Plug through the first three months of 2025. While shares of the company are down 43% year to date, as of the closing bell on June 26, they've surged 74% since May 15. Plug Power is a company that's wagering on a "green" future. Though it's roots tie to hydrogen fuel cells found in industrial forklifts, the company's ambitious plan is to oversee electrolyzer plants and infrastructure to supply hydrogen-powered applications. Once again, the addressable market for hydrogen-powered vehicles is substantial. The ability to move away from fossil fuels and toward clean energy has been enticing enough for Plug Power to land partnerships and equity stakes. Just three weeks ago, Plug Power announced an expanded strategic collaboration with Allied Green Ammonia in Uzbekistan, which will rely on Plug's electrolyzer technology for green chemical production. Although Plug Power is further along in the development process than QuantumScape, it shares the same issue in that its operating model is unproven and it's losing money hand over fist. Despite charting a path to positive operating income in 2027 and overall profitability the following year, Plug Power lost more than $2.1 billion last year and has seen its losses balloon in successive years. What's more, since the company is burning through cash at an alarming rate as it expands its green hydrogen infrastructure, it's regularly relied on selling its own stock as a means to raise capital. This is to say that Plug Power's shareholders are commonly being diluted by share issuances designed to keep the lights on. More of these share sales are expected, which is likely to curb any near-term upside in the stock. CoreWeave The third highly volatile momentum stock that Coatue Management's billionaire investor piled into in the first quarter is artificial intelligence (AI)-data center infrastructure giant CoreWeave (NASDAQ: CRWV). Coatue's 13F shows that Laffont picked up 14,402,999 shares of Wall Street's hottest initial public offering, whose shares are higher by 305% since the company went public on March 28. The beauty of CoreWeave's operating model is that it caters to businesses seeking out compute capacity. CoreWeave acquired 250,000 Hopper (H100) graphics processing units (GPUs) from Nvidia (NASDAQ: NVDA) with the goal of leasing out its data center space to needy businesses. Selling its existing chips every five or six years and upgrading to newer/faster hardware should allow CoreWeave to stay relevant and be highly profitable. But to keep with the theme here, CoreWeave's operating model is still in its early stage of expansion and remains unproven. The company had to rely heavily on debt financing to purchase its GPUs, with debt-servicing costs helping to balloon its net loss. Nvidia's accelerated innovation cycle is another potential concern for CoreWeave. Nvidia CEO Jensen Huang is attempting to bring a new advanced chip to market each year. While this should help his company maintain its huge lead in compute capabilities, it could quickly depreciate the value of prior-generation AI-GPUs, such as Hopper. That means CoreWeave's assets may be worth far less than realized a few years from now. Furthermore, it might entice customers to pass on CoreWeave in favor of data centers with newer chips. Lastly, the jaw-dropping addressable market for AI could be constrained by historical precedent. No next-big-thing trend in more than 30 years has escaped an early innings bubble-bursting event. While AI has the look of a game-changing technology over the long run, businesses aren't anywhere close to optimizing this technology as of yet. This suggests investors have, once again, overestimated early stage utility and adoption rates. If the AI bubble were to burst, companies with premium valuations like CoreWeave would be likely to take it on the chin. Should you invest $1,000 in QuantumScape right now? Before you buy stock in QuantumScape, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and QuantumScape wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor 's total average return is1,062% — a market-crushing outperformance compared to177%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 23, 2025
Yahoo
28-06-2025
- Business
- Yahoo
Billionaire Philippe Laffont Sells Nvidia Stock and Buys an AI Stock Up 300% in 2025
Billionaire hedge fund manager Philippe Laffont sold Nvidia and started a position in CoreWeave during the first quarter. Nvidia is not only the leader in data center GPUs, but the company also has booming artificial intelligence (AI) networking and cloud services businesses. CoreWeave operates data center infrastructure purpose-built for AI workloads, and the stock has advanced 300% since its IPO in March. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is the cornerstone of the artificial intelligence (AI) boom, and Wall Street has a great deal of conviction in the semiconductor company. Among 65 analysts, the median target price is $175 per share. That implies 13% upside from its current share price of $155. Yet hedge fund manager Philippe Laffont of Coatue Management sold 1.4 million shares of Nvidia in the first quarter, reducing his stake by 15%. Meanwhile, the billionaire purchased 14.4 million shares of CoreWeave (NASDAQ: CRWV), an AI stock that has returned 300% since its IPO on March 28. Here's what investors should know about Nvidia and CoreWeave. Nvidia reported strong first-quarter financial results that beat expectations on the top and bottom lines. Sales rose 69% to $44 billion due to what CEO Jensen Huang called "incredibly strong" demand for AI infrastructure solutions. Meanwhile, non-GAAP (generally accepted accounting principles) earnings increased 33% to $0.81 per diluted share, and would have grown more quickly had it not been for export restrictions. Looking ahead, investors have good reason to think Nvidia can maintain its momentum for several years to come. The company is not only the market leader in data center graphics processing units (GPUs), chips used to accelerate artificial intelligence (AI) applications, but it also has booming networking and cloud services businesses built on growing demand for AI. That sets Nvidia up for strong sales growth through the end of the decade. Grand View Research estimates spending on AI hardware, software, and services will increase at 35% annually through 2030. Meanwhile, Wall Street expects Nvidia's adjusted earnings to grow at 40% annually through the fiscal year ending in January 2027. That makes the current valuation of 49 times adjusted earnings look fair. So, why did Philippe Laffont sell Nvidia? I think profit-taking factored into the decision. When he first bought the stock in Q3 2016, the average split-adjusted price was $1.47 per share. But the average price had risen 8,500% by Q1 2025. Regardless, it would be wrong to assume Laffont has lost confidence. Nvidia was still his eighth-largest holding at 4% of his portfolio as of March 31. I think Laffont has the right idea. Anyone sitting on monster gains can take some profits and reinvest that money elsewhere. At the same time, it makes sense to keep a modest position in Nvidia because the company has a strong presence in so many parts of the AI economy. Indeed, Angelo Zino at CFRA Research thinks Nvidia "will be the most important company to our civilization over the next decade." CoreWeave provides infrastructure and software services purpose-built for AI workloads. The company is quite adept at managing GPU clusters. An internal study shows up to 20% better performance compared to other public clouds, and independent research company SemiAnalysis recently ranked it as the best AI cloud platform on the market. CoreWeave reported tremendous first-quarter financial results. Revenue climbed 420% to $981 million, and adjusted operating income (which eliminates stock-based compensation and interest payments) increased 550% to $162 million. However, the company reported a non-GAAP net loss of $150 million because interest payments cut deeply into profits. Building and maintaining data center infrastructure is costly, especially when the servers are built for AI. But CoreWeave has a responsible borrowing strategy: It only takes on debt when contracts create a need for additional capacity, and only if those contracts more than cover the cost of the debt. Management calls it "naturally deleveraging self-amortizing debt." CoreWeave is well positioned to benefit as demand for AI infrastructure increases. The company said its revenue backlog increased 63% to $26 billion in the first quarter due in large part to a new deal with OpenAI. But its clientele also includes noteworthy technology companies likely to spend more on AI infrastructure in the years ahead, such as IBM, Meta Platforms, Microsoft, and Nvidia. Importantly, Philippe Laffont bought CoreWeave for about $40 per share because the company held its IPO on March 28, meaning it was only public for two trading days in the first quarter. Its share price ranged from $37 to $40 during that period. CoreWeave has since quadrupled in value, and the stock now trades at 29 times sales, a very expensive valuation. For context, only three companies in the S&P 500 (SNPINDEX: ^GSPC) currently have price-to-sales ratios above 29. So, investors should be cautious. I think it's OK to buy a small position today, but I would wait for the stock to get cheaper before building a large position. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $704,676!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $950,198!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Nvidia. The Motley Fool has positions in and recommends International Business Machines, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Billionaire Philippe Laffont Sells Nvidia Stock and Buys an AI Stock Up 300% in 2025 was originally published by The Motley Fool Sign in to access your portfolio
