The Motley Fool··Adria CiminoLoeb Exits Meta, Trims Big Tech Amid AI Valuation Concerns—But Doubles Down on Nvidia
Billionaire Dan Loeb exits Meta entirely, cuts Amazon and Microsoft stakes amid AI valuation concerns, but boosts Nvidia holding, betting infrastructure providers outperform application players.
NVDAMETAMSFTAMZNdata centersAI infrastructure