3 Genius AI Stocks Billionaires Are Snapping Up—And You Should Too Before 2025 Ends

Billionaires dive headfirst into AI—while the rest of us are still trying to figure out how to mute ChatGPT.

Why the smart money bets on silicon brains

Forget trading memes—these three AI giants represent actual value, not just viral hype. Billionaires aren’t pouring cash into AI for clout; they see infrastructure, scalability, and revenue streams the average investor overlooks. No surprise—Wall Street often misses the real disruptors until it’s too late.

The picks that scream long-term dominance

Each stock targets a different layer of the AI revolution—from hardware and cloud compute to enterprise software integration. These aren’t speculative gambles; they’re foundational plays. Billionaires load up on companies with moats wider than their egos—and patents thicker than their annual reports.

Timing the wave without wiping out

Jumping in now still beats waiting for the next hype cycle—or worse, buying at the peak after CNBC finally catches on. If history teaches one thing, it’s that the early movers in tech shifts reap returns that leave the S&P 500 looking like a savings account. Just don’t expect your financial advisor to recommend these before they’re already priced for perfection.

So—still think AI is just another buzzword? The billionaires sure don’t. They’re buying, not talking.

Image source: Getty Images.

1. Philippe Laffont: Nvidia

Philippe Laffont runs Coatue Management, and recently made purchases of one of the most prominent stocks in the AI realm:(NVDA 1.65%). Investors gained access to this information after its FORM 13F was made available to the public 45 days after Q2 ended. This is an SEC requirement for any fund that has more than $100 million under management so investors can track billionaire hedge fund managers' moves over time.

In Q2, Coatue Management increased its Nvidia stake by 34%. This is notable, as it sold off Nvidia stock over the past three quarters. Coatue sees momentum in Nvidia's stock, and it makes sense when you look at the business.

Nvidia is about to benefit from some major tailwinds, including gaining its China export business back once the U.S. government approves its export license. Additionally, the AI hyperscalers are all announcing record data center capital expenditures for next year, which bodes well for increased GPU demand.

Although Nvidia has been one of the top-performing stocks over the past few years, there is still plenty of room for it to run, with massive AI computing demand still being fulfilled.

2: Bill Ackman: Amazon

Bill Ackman, who runs Pershing Square Capital Management, unveiled a massive, $1.28 billion stake in(AMZN 3.12%) during Q2. This makes up about 9.3% of its portfolio, so this is no small bet.

It's also a smart one, as Amazon has extensive exposure to the AI space through its cloud computing platform, Amazon Web Services (AWS). AWS allows clients to rent computing power from Amazon's servers to run AI workloads on. Computing clusters are expensive to build for fledgling AI companies, so renting makes a ton of sense here.

Additionally, AWS is a huge part of Amazon's profit picture, making up 53% of total operating profits in Q2.

Amazon is a smart AI stock pick, and with Ackman bullish on it, it's a great sign for investors.

3. Stanley Druckenmiller: Taiwan Semiconductor

Last is(TSM 2.58%), which Duquesne Family Office's Stanley Druckenmiller purchased. It increased its stake by 28% in Q2, making Taiwan Semi the fifth-largest position in its portfolio. However, Taiwan Semiconductor is the firm's largest exposure to AI, making it a huge bet by the firm.

Taiwan Semiconductor is a chip manufacturer that produces chips for some of the biggest names in the tech industry, likeand Nvidia. It has huge momentum and is putting up excellent growth. In Q2, TSMC's revenue increased by 44% in U.S. dollars, and that growth appears to be sticking around.

As demand for AI computing power increases, so will chip demand. Because TSMC is a critical supplier to nearly every company in this space, it appears to be a top stock pick to capitalize on the AI build-out.