Billionaire Philippe LaFfont sold the entire Couture share in Super Micro Computer and accumulated for the first time in this artificial intelligence (AI) Goliath

Key points

• The 13FS form provides investors a way to find out which smartest managers on Wall Street are buying and selling.

• Billionaire Philippe Laffong sold nearly 8.9 million shares of Supermicro in the quarter of the quarter and can tell only part of the story.

• Meanwhile, the boss of the billionaire has increased his share in the face of the revolution of artificial intelligence (AI) by 34% in just three months.

• 10 supplies we like better than nvidia ›

If you invented it, last week it meant one of the most important humids a quarter. 14th August was a deadline for institutional investors with management at least $ 100 million to file a 13f form with a security and stock exchange commission.

While the earnings season-six weeks every quarter where most S&P 500 Companies are presenting their operating results – they can investors in corporate America’s health, 13F are invalid in help investors on the spot, which shares, industries, sectors and trends have undivided attention to Wall Street.

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Although Warren Buffett’s business is closely followed by investors, it is far from the only billionaire money manager with fitness to reveal the gems that are in sight. For example, billionaire Philippe Laffong of Cotoue Management has extensive winners’ investment results.

Image source: Getty Images.

What Lafffon is doing such an interesting fund manager to follow is its hobby of investing in the space of artificial intelligence (AI). During the second quarter shows 13f Coature Management that his billionaire boss completely left the share of his fund Super Micro Computer (Nasdaq: SMCI) While you are competitive in the face of the AI ​​revolution.

Super Micro Computer is displayed by the door of the Chief of Billionaire Coatueta Management

According to Coatum 13f, Philippe Laffont dropped more than a dozen shares from the portfolio of his fund in the June quarter. Arguabury none of these sales is more pronounced than a gigant super microcomputer of artificial intelligence infrastructure. After LaFfont was a shareholder for two quarters, he feels all 8,886,735 shares that had a market value of more than $ 303 million at the end of March.

The obvious question is: Why did Laffhong sold SuperMicro shares?

The most logical of all catalysts is that billionaire Cotoue locked in winning. During the fourth quarter, which Laffont was supervised by the addition of Supermicro to their fund, shares were traded below 20 at one point. But in the later half of the second quarter, the shareholds of the company consist of fogging with $ 40 and 50. It is not from the question that LaFhong has counted a triple percentage profit in this position.

It is worried that only part of profit could tell from this story.

The reason why the super microcoming supplies nosed in the second half of last year concerned altegations fraud from the naked short seller and the company’s storage submission of the annual report and subsequent operational results on Dani-Quet-CDT. It was a good look for Supermicro and totally damaged the trust of investors in its managerial team.

The silver lining for the Super Micro Computer is that the independent special CommTite found no evidence of unlawful negotiations in December 2024 and eventually filed its annual and first quarterly operating results without reworking. Investors, however, were Leery regarding the placement of most of the Supermicro Unil stocks.

Another possible problem that LaFhong could force to go on departure is the competitive nature of the AI-DETA Center infrastructure. Since production is increasing in the infrastructure area, SuperMicro -custom -custom -custom -custom -custom -fitted servers are likely to see their premium price force over time, which would adversely affect margins. Even with a permanent two -digit increase in year -on -year sales, which decreases margins, risks stunning profit growth.

Image source: NVIDIA.

Millionaire Philippe LaFfont Bough Wall Street No. 1 For the first time in more than two years

At the other end of the pendulum, the billionaire chief Coatue supervised the addition of 13 new shares to the portfolio of his fund in the June quarter and joined 19 existing positions. Perhaps none of these existing additions excel in more than a large public traded company, Nvidia (Nasdaq: NVDA).

What makes this supplement so remarkable is that Laffong was the persistent NVIDIA dealer for eight consecutive quarters before this quarter. Within two years, he rejected more than 41 million shares, when in June 2024 it was the division of NVIDIA 10 to 1.

Like the potential triple profit of Supermicro, he made a payout at the Castue Chips, easy decision, Nvidia is about 40% of the top tumble between early January and early April May to join the current position of his fund. Swoon related to the Wall Street tariff has proven to be short -term and in the next four months it was up, up and away for AI shares.

There is a great chance that Philippe Laffhong is also in love with the seemingly sustainable nVidia ditch as an indisputable leader in A-Graphics Processing Units (GPUS) units. Her Hopper (H100) and Blackwell chips are the preferred choice according to business data centers operating enterprise Ai-accelerated and General Directorate Jensen Huang Rapid Innovation Time One should allow the introduction of the new advanced AI Chip. It will be difficult for other companies to compete with the NVIDIA hardware that we complied with.

In order to build at this point, the NVIDIA CUDA software platform has done the starry work to keep customers loyal to the ecosystem of products and services. In addition, Hopper and Blackwell have computing advantages, Cuda helps developers to maximize the computing potential of their AI-GPU, as the IS building and training large language models.

But even though Nvidia is Wall Street not. 1 It seems that shares and billionaire Philippe Laffong is increasingly optimistic as far as its prospects for growth are concerned, there is no insurance that its almost parabolic climb can continue.

For more than three decades, all other great alologes have made early events of bubble bubbles. In other words, it was common for investors to overcome the usefulness and acceptance of new technologies at the beginning of their expansion. Since most businesses are nowhere close to optimizing their AI solutions, AI would seem to be another in a long line of bubbles that cracked – and that would be very harmful to NVIDIA.

In addition to the historical preference, another from the journey to NVIDIA is growing competition. Given that the lack of AI-GPU will disappear due to the expansion of external and internal competition, NVIDIA is likely to see its price power and large margins.

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