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Jones appeared especially bullish about Nvidia in Q3, increasing his fund’s stake in the GPU maker by more than 7x. Englander’s Millennium Management boosted its position in Nvidia by 126%. Griffin bought 1.73 million additional shares of Nvidia in the quarter, enough to increase Citadel’s holding by 21%. Soros and Tepper were more cautious, increasing their funds’ positions in the stock by single-digit percentages.

No investor should blindly copy the trades that famous, wealthy investors make. Your investment goals and risk tolerance could differ significantly from theirs. That said, I think that both Alphabet and Nvidia are good picks for many investors.

Alphabet offers an opportunity to potentially profit from several of the most important technology trends of the next decade. AI ranks at the top of the list. The company’s Google Cloud should continue to benefit from the generative AI tailwind. Its Tensor Processing Units (TPUs) could pose an increasing challenge to Nvidia’s GPUs. Google Workspace productivity apps are natural candidates for incorporating agentic AI functionality.

Waymo, Alphabet’s self-driving car technology unit, is already the leader in the robotaxi market. Google Quantum AI is a formidable contender in quantum computing. Alphabet’s Android XR operating system could give the company an edge in developing smart glasses.

Nvidia isn’t resting on its laurels, though. The company continues to advance its AI chip technology at a rapid pace. It’s also a key player in the autonomous vehicle market and is a picks-and-shovels provider to quantum computing developers.

Following the money isn’t always a smart investing strategy. But with Alphabet and Nvidia, I think it could be.

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Keith Speights has positions in Alphabet, Berkshire Hathaway, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Berkshire Hathaway, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Which Artificial Intelligence (AI) Stocks Are Billionaires Buying the Most? was originally published by The Motley Fool