Netflix has two new positions, one of which is substantial.
Source Post
Super Investors Are Buying These Stocks
This video analyzes Q1 portfolio changes of super investors, focusing on AI and US stocks. It highlights significant trims in China-related stocks and additions to AI infrastructure companies like Amazon and Nvidia, while noting some investors sold out of Microsoft and trimmed Nvidia.
Linked Mentions
Tickers discussed in this post
SoFi appears in two portfolios, albeit as very small positions.
AMD saw mixed activity with one investor buying and another reducing a small position.
PayPal is being bought by multiple investors, with one making it a significant part of their portfolio.
Mercado Libre saw significant activity, with some investors adding to their positions.
Waste Management is a significant holding, with a reduction noted.
Petroleo Brasileiro, a Brazilian company, was bought by investors.
Core Scientific saw additions from investors.
Credo was bought by investors, and the stock has more than doubled recently.
Nokia was trimmed, and the creator questions why people would chase the stock given its recent rise.
Linked Signals