Billionaire Halvorsen sold Nvidia shares and increased stake in Alphabet, showcasing optimism in AI sector.

From Nasdaq: 2025-04-01 04:10:00

Investors are pondering whether to buy or sell Nvidia (NASDAQ: NVDA) amid its dominance in the AI market and revenue growth, despite challenges like chip export controls. Billionaire investor Halvorsen recently cut Nvidia shares by 10% but increased his stake in Nvidia AI customer Alphabet, which offers potential growth opportunities.

Halvorsen’s move reflects his belief in both Nvidia and Alphabet’s potential in the AI sector, with Alphabet being the cheapest of the Magnificent Seven tech stocks. Nvidia’s GPUs power AI tasks for Alphabet’s Google Cloud, aligning their growth potential. Halvorsen’s portfolio shift suggests optimism in both companies’ future success.

Investors may find Alphabet an attractive stock to buy at its low valuation and planned AI investments, positioning it as a prime AI growth opportunity. Expert analysts issue “Double Down” stock recommendations for companies poised for growth, showcasing past successes with Nvidia, Apple, and Netflix. This may be a lucrative opportunity for investors to consider.



Read more at Nasdaq: Billionaire Ole Andreas Halvorsen Just Sold Nvidia Shares and Loaded Up on This big Nvidia AI Customer. (It’s Also the Cheapest Magnificent Seven Stock Right Now.)