Featured legendary investors

Avoids chasing the AI theme; gains AI exposure indirectly through high-quality, moat-rich businesses — notably Amazon and Apple.

One of the most aggressive AI bulls. Bets on AI infrastructure and next-gen compute — CoreWeave, Cerebras — and on nuclear (X-Energy) as AI’s energy base layer.

The macro legend sidesteps the most crowded AI trade, rotating toward platforms with clearer monetization — adding Amazon and Alphabet for two straight quarters, not Nvidia or Palantir.

Holds only a handful of high-conviction names. Gains AI exposure through quality compounders like Alphabet rather than speculation.

A value investor anchored in Apple and Berkshire who clearly leaned into AI from 2026 — sharply adding Nvidia and Alphabet and opening Palantir, Synopsys and other AI names, while holding a large PDD stake. Especially relevant for Chinese readers.

In Q1 2026 he nearly doubled Amazon into his #1 position (AI angle = accelerating AWS), while trimming Nvidia and AMD and leaning into Micron — “betting on AI monetization and the memory cycle, not pure compute.”

A tech-growth heavyweight running ~$22.7B whose top-10 holdings are nearly all AI-influenced. He recently trimmed Nvidia and Meta and added names like Netflix — rotating from hardware toward AI-benefiting application leaders.

The “Big Short” investor, famed for contrarian, bubble-skeptical bets. Featured here as the counterweight: a reminder of AI’s rich valuations, crowded narrative, and cycle risk — skeptical of the price paid for growth, not of AI the technology.