WS #14092

From 500 msgs · 5 key-dev

Tiger Global cuts NVDA, MSFT, META, Broadcom; adds Cerebras, Intel, AMD, Seagate, indicating rotation within AI/semis. Apple training its own LLM for China with Alibaba's help, moving away from third-party models; could impact AAPL's China competitiveness. Nvidia's $500B AI infrastructure financing plan gains Wall Street backing from Goldman, Blackstone, Apollo, KKR, BlackRock, Brookfield.

Tiger Global 13F Rotations

Tiger Global cuts NVDA, MSFT, META, Broadcom; adds Cerebras, Intel, AMD, Seagate, indicating rotation within AI/semis.

Apple training its own LLM for China with Alibaba's help, moving away from third-party models; could impact AAPL's China competitiveness.

Nvidia's $500B AI infrastructure financing plan gains Wall Street backing from Goldman, Blackstone, Apollo, KKR, BlackRock, Brookfield.

Full world state #14092 →