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Billionaire Stanley Druckenmiller has completely exited his investments in Nvidia and Palantir.
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Ken Griffin sold 2.1 million shares, reducing his Amazon stake by 39%.
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Bridgewater Associates and Tiger Global Management have increased their holdings in Adobe and Broadcom.
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As we look ahead to 2025, artificial intelligence (AI) remains a crucial focus. Over the past three years, nothing has attracted as much attention as AI. A steady rise in tech stocks has led to increased valuations, benefiting the wider market and creating what some are calling the Magnificent Seven, poised to dominate the industry in 2025. Still, it’s interesting to see billionaires trending in another direction, as recent 13F filings reveal them moving away from the Magnificent Seven and investing in other tech stocks. Some savvy investors are shifting their focus to stocks that might offer better growth potential.
Stanley Druckenmiller has sold his shares in AI leader NVIDIA and Palantir Technologies. Ken Griffin, founder of Citadel, also let go of 2.1 million shares in Amazon.com, trimming his stake by 39%. Meanwhile, Scion Asset Management has reduced its position in Meta Platforms, which is down 12.76%, and Bridgewater Associates has cut back on Nvidia holdings. Notably, Tiger Global Management lowered its Meta Platforms stake by 9.92%. We see these billionaires moving their investments around, with interesting strategies.
In terms of Bridgewater Associates, their portfolio holds 0.61% in Adobe with 533,198 shares. The company appears to be on solid ground, boasting strong fundamentals that continue to drive its growth. With a gross profit margin near 90%, largely boosted by rising AI demand, Adobe is also integrating AI tools into its offerings while developing monetization strategies tied to these innovations.
Recently, Adobe reported impressive financial results for the fourth quarter, showing record revenue and performance obligations. Sales climbed 10% year-on-year to $6.19 billion, while operating income reached $2.26 billion.
Their remaining performance obligation stood at $22.52 billion, with revenue from Digital Media increasing 11% year-over-year and Digital Experience rising 9%. The company’s appealing valuation and strong fundamentals suggest robust growth potential into 2026. Interestingly, Adobe also announced a partnership with Runway Partner, aimed at delivering AI video content.
Despite experiencing a 19% drop in share price in 2025, Adobe’s fundamental metrics suggest there’s still a strong investment opportunity. This decline might actually present a perfect chance to invest in the stock, which is presently trading at $352.98. As the demand for data surges in the AI sector, Adobe could stand to benefit significantly. TipRanks assigns the stock a Strong Buy rating, with an average price target of $459.96, suggesting a potential 30% increase.
Bridgewater Associates recently acquired 39,572 shares of Advanced Micro Devices (NASDAQ:AMD), which makes up 2.08% of their fund. While Nvidia is often seen as the dominant player in this market, AMD is striving to narrow the competitive gap. Their upcoming product launches are catching the market’s attention, indicating that they may continue to grow closer to Nvidia in the future.
When Nvidia was unable to keep up with demand, AMD was able to sell competitive products at lower prices. Forming strategic partnerships with Meta Platforms and OpenAI has further positioned AMD for growth, making it a compelling choice for companies looking to diversify. The upcoming MI450 accelerator is on the radar, with management claiming it could outperform Nvidia’s offerings. AMD’s revenue skyrocketed by 36% year-over-year to $9.2 billion in the third quarter, with net income reaching $1.2 billion. Sales from the data center increased by 22% to $4.3 billion, while revenue from client and gaming surged 73% year-on-year.
With a 78.22% increase in 2025, AMD stock is now trading at $214.99. Arguably, it’s pricier than Nvidia and has a higher valuation. Yet, over recent years, AMD has experienced remarkable growth and its advancements in AI are starting to show promise. So, it makes sense for investors to consider AMD on its own merits, rather than just comparing it to Nvidia.
Tiger Global Management recently expanded its investment in Broadcom (NASDAQ:AVGO) by 0.76%, while Lone Pine Capital increased its stake by 3.72%. With a 51% rise in 2025, AVGO is now trading at $352.13.
Broadcom stands out as a leader in AI stocks, uniquely positioned to benefit from the current AI boom. Their growth is fueled by robust demand for custom AI chips and they collaborate with large tech companies to provide custom ASICs. Notably, Broadcom has played a significant role in advancing Alphabet’s AI initiatives.
In recent quarters, Broadcom’s stock performance has surpassed many AI giants. They reported record quarterly revenue of $18 billion, up 28% from the previous year, greatly aided by a staggering 74% increase in AI semiconductor sales. Moreover, their GAAP net income surged 97% to $8.51 billion.
If trends continue, Broadcom could emerge as a long-term leader in the race for AI dominance.
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