Billionaire George Soros makes strategic moves in Q2, supercharging Nvidia stake and ramping up AI plays, signaling a macro strategy shift.
Soros focuses on AI winners like Nvidia and Broadcom, following trends early and adapting swiftly to maximize gains.
Soros capitalizes on Nvidia’s leadership in AI compute and networking, while also increasing holdings in Broadcom and Fiserv for AI infrastructure.
Q2 trades show Soros’ clear pivot toward semiconductors and South Korea, with exits from Brazil and reductions in other regions to embrace an Asia-focused strategy.
Read more at Yahoo Finance: Billionaire George Soros supercharges Nvidia stake, loads up on AI plays