Billionaire Money Managers Have a Clear Favorite Artificial Intelligence (AI) Stock — and It’s Not Nvidia or Palantir
August 13, 2025
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The 13Fs Form for Investors provides a look under the drive that he buys, sells and sells in stocks.
Despite the superior performance, NVIDIA and Palantir shares were sent to the cutting block by billionaire fund managers.
Meanwhile, one of the most companies in Wall Street finds itself to be the preferred artificial intelligence stock (AI) for money managers from the highest levels.
For the best part of the past three years, no direction was greater than the main address in Wall Street. Artificial Intelligence (AI). The software and systems that are enabled with artificial intelligence solutions have the ability to change the architectural arc in America and around the world, which is why PWC PEG analysts have this global opportunity in jaw 15.7 trillion dollars by 2030.
But as we know the following upbringing techniques, not every company will be or remain a winner. What is particularly observed about the rise of artificial intelligence is how prominent Wall Street Billionaire fund managers are close to this opportunity.
Photo source: Getty Images.
Depending on the absolute performance, the GPU Colossus Nafidia(Nasdaq: nvda) Amnesty International Mining Specialist Palantir Technologies(Nasdaq: PLTR) It could not be stopped. Since the beginning of 2023, NVIDIA and Palantir shares have increased by approximately 1150 % and 2,810 %!
However, the ForLly Form 13F deposit with the Securities and Stock Exchange Committee shows these common artificial intelligence leaders as it may believe with billionaire fund managers. Instead, other leading market business stands tall as the preferred artificial intelligence stock in Wall Street.
13f allows investors to track any stock of the smartest box managers in Wall Street to buy and sell. Coincidentally, the deadline for the 13Fs submission of a quarter that June in June is tomorrow August 14.
Based on 13fs of the previous seasons, billionaires occur loudly with their actions. Both Stanley Druckenmiller from the Duquesne family office and Stephen Mandal from Lone Pine Capital were completely left out of their shares in NVIDIA, while the Tepperoosa billionaires and Philippe LaFont manage the coat management of the largest part of their shares.
It is a similar story to Palantir, where Druckenmiller has sent all his box shares to the cutting block.
Although the two companies showed tremendous sales and profit growth, there are some well -defined reasons to become billionaire boxes skeptical.
It can be said that the biggest concern with the revolution of artificial intelligence is that history will repeat itself. Including the rise and spread of the Internet, there has been no innovation that changed the game for more than three decades, and avoiding an early event for the revenge of bubbles. Without failing, investors constantly exaggerate the benefit of the early stage and the consumer/Corporation’s accreditation for new technologies, which ultimately leads to no noble expectations. If the artificial intelligence bubble will be formed and exploded, it will be a terrible news for NVIDIA and Palantir.
Another historical interference of NVIDIA and Palantir is the distinct assessments of each. Although the ratio to the constellations (P/E) of NVIDIA is not terribly high, the rate of its price to more than 12 months (P/S) that exceeds 30 years is in line with other advanced companies that peak during the point of point.
Palantir installment is Largely Top Nafidia. While most industrial leaders top the P/S levels from 30 to 40, the Palantir tends to standards at the rate of P/S of 137, as of the closing bell on August 8. MEGACAP has never been able to maintain this size, and Palantir, although its unparalleled platforms.
Although billionaire fund managers were satisfied with reducing or removing NVIDIA and Palantir shares from their governor, there are other leading shares in the industry.
Photo source: Getty Images.
Among the dozens of dozens of companies that make Amnesty International a cornerstone in their future growth plans, nothing was searched for by billionaire investors from Definition platforms(Nasdaq: Meta). Based on the 13FS deposited in mid -May due to the trading activity that ended on March 31, four billionaires of assets managers were included as the best holding of their box:
Cis Coleman from the global tiger administration: 16.18 % of the invested assets.
Terry Smith from the boxes: 10.19 % of the invested assets.
Philip Lavont from the interesting administration: 9.55 % of the invested assets.
Stephen Mandel from Lone Pine Capital: 8.75 % of the invested assets.
In addition to being the number 1 Holding of four prominent fund managers, it is the third largest position, except for PUT options and calls, for Israel England from Millennium Management, No. 6 in Steven Cohen Point72 (except for options as well), and the largest 10 holding of Ken Fisher from Fisher Fisher. In other words, there is absolutely no doubt that the definition platforms are the preferred stocks of artificial intelligence of billionaires.
The interesting Quirk about Meta is that at the present time, it is an exclusive advertising company. During the first six months of 2025, sales of $ 89.8 billion were directed to announce on the company’s social media, which includes Facebook, Instagram, WhatsApp, Threads and Facebook Messenger.
No social media company does not approach a remote from the 3.48 billion active META active to its family in June. Companies are ready to pay in addition to their messages (messages) in front of users, and there is no better platform to do so from Meta.
But the advertisement is also the place where artificial intelligence places its roots for the dead. Merging the IQ solutions to the advertising platform allows companies to adapt and create messages for specific users, with the ultimate goal of improving the clicking rate to appearing. The fact that Meta platforms completely detonated Wall Street’s revenue expectations during the neighborhood that ends in June is an indication that its investments in artificial intelligence pay their fruits.
If we look a little further from the line, Mark Zuckerberg, CEO of Meta Platform, aims to use artificial intelligence as a tool to achieve income from Metavers – 3D virtual world where users can interact with each other and their environment. Meta places itself to be on the slopes on Metaver’s, and Zuckerberg has a long record of slow estimation in liquefying new products and services until the time comes.
Another factor that helps Meta to succeed, which may be the coercion of billionaire fund managers to accumulate, is a huge cashme for the company. The June quarterly closed with more than $ 47 billion in cash, cash rewards, and marketable securities, and is making about $ 100 billion in net cash from operational activities for the whole year. The large treasure box allows Meta to bear the risks that some other companies can affiliated with.
Finally, a deadly dead assessment is still reasonable. Although the P/E up is 25.8 is more than 22 % of the average P/E forward during the late five years, Meta has constantly ran out of consensus profits and is looking to maintain an annual growth rate of 15 % or more in the expected future.
Before buying shares on identification platforms, think about this:
the Motley Adviser is a lie The analyst’s team has just identified what they think 10 best stocks For investors to buy now … the definition platforms were not one of them. The ten shares that made the pieces can produce monster revenues in the coming years.
Look at when Netflix This list was submitted on December 17, 2004 … if you invest $ 1,000 at the time of our recommendation, You will have 653,427 dollars!* Or when Nafidia This list was presented on April 15, 2005 … if you invest $ 1,000 at the time of our recommendation, You will have 1,119,863 dollars!
Now, it is worth noting Stock consultant The average total return is 1060%-Cruster superiority in the market compared to 182 % on the S&P 500. Stock consultant.
*The stock consultant dates back from August 11, 2025
Sean Williams It has functions on identification platforms. Motley Fool has positions on Meta, Nvidia and Palantir Technologies platforms. Motley deception has Disclosure.
