Investors bullish on Nvidia for AI growth potential, while Philippe Laffont selling shares consistently.

From Nasdaq: 2025-06-17 03:51:00

Artificial intelligence (AI) technology is highly valued on Wall Street for its potential in various industries globally. Analysts project AI could boost worldwide GDP by $15.7 trillion by 2030.

Investors are eyeing companies positioned to benefit from AI growth. While some, like Millennium Management, are bullish on Nvidia (NASDAQ: NVDA), others, like Coatue Management, have been selling shares for eight consecutive quarters.

Nvidia’s market dominance, high demand for AI-GPUs, innovative capabilities, and operating performance explain why some investors, like Israel Englander, remain optimistic. However, Philippe Laffont’s concerns about competition, trade policies, and the potential AI bubble bursting have led him to sell 83% of Coatue Management’s stake in Nvidia over the past two years.



Read more at Nasdaq: Dueling Billionaires: Artificial Intelligence (AI) Stock Nvidia Is Israel Englander’s Largest Stock Holding, but Philippe Laffont Has Sold Shares for 8 Consecutive Quarters