Billionaire Leo KoGuan Makes Major Bet on NVIDIA, Signaling Strong AI Confidence
Leo KoGuan, one of Tesla's largest individual shareholders, has placed a significant wager on NVIDIA's AI future. The billionaire acquired 1 million NVDA shares this week, declaring artificial intelligence "not a bubble" but rather "only the beginning." His MOVE comes as UBS maintains a Buy rating with a $245 price target following NVIDIA's impressive Q4 earnings beat.
While KoGuan remains heavily invested in Tesla—calling it "the leading embodied AI on earth"—he's been diversifying into Treasury bills and now NVIDIA. The chipmaker reported $68 billion in Q4 fiscal 2026 revenue, surpassing estimates by $2 billion, with UBS projecting quarterly revenue could reach $100 billion as order backlogs extend into 2027.