According to recent 13F data, several billionaires have been trimming their stakes in data analytics platform Palantir Technologies (PLTR<\/a> 0.11%) while reallocating capital toward semiconductor powerhouse Nvidia (NVDA<\/a> 0.86%).<\/p>\n Let’s take a closer look at who’s making these moves in artificial intelligence (AI) stocks, what might be motivating them, and which company could be the better long-term buy.<\/p>\n Which billionaires are selling Palantir stock?<\/p>\n Below is a look at some of the prominent investors who pared back their exposure to Palantir in recent quarters.<\/p>\n Citadel<\/a> is a multi-strategy hedge fund that was founded by billionaire Ken Griffin<\/a>. During the second quarter, the company offloaded 639,935 shares of Palantir, reducing its position by 48%<\/a>. Interestingly, Citadel also holds both put and call options<\/a> on the stock — suggesting that its Palantir strategy is less a simple exit and more a tactically hedged position<\/a> within a broader, sophisticated trading framework. Image source: Getty Images.<\/p>\n Which billionaires are buying Nvidia stock after its generational rally?<\/p>\n Between the public debut of OpenAI on Nov. 30, 2022, and Nvidia’s most recent stock split<\/a> on June 10, 2024, shares of the chipmaker soared by 620%. Nvidia isn’t merely a beneficiary of the AI revolution — it has become the yardstick by which the entire megatrend is measured.<\/p>\n NVDA<\/a> data by YCharts.<\/a><\/p>\n The rally hasn’t stopped there. Since the split, Nvidia’s stock has climbed another 55% as of this writing (Oct. 13). While it might be tempting to assume that such momentum can’t last much longer, several notable billionaires appear to see things differently:<\/p>\n During the second quarter, Coatue Management — the hedge fund founded by Philippe Laffont<\/a> — boosted its position in Nvidia by 34%, adding 2,942,694 shares to its holdings. Palantir vs. Nvidia: Which AI stock is the better buy?<\/p>\n When considering why some billionaires may be rotating out of Palantir and doubling down on Nvidia, one explanation stands out: Valuation<\/a>.<\/p>\n NVDA PS Ratio<\/a> data by YCharts.<\/a><\/p>\n As shown in the chart above, Nvidia currently trades at a price-to-sales<\/a> (P\/S) ratio of 28 and a forward price-to-earnings<\/a> (P\/E) multiple of 42.<\/p>\n While the company’s market capitalization has surged to record highs — making it the most valuable company in the world<\/a> — its valuation multiples have actually moderated. In other words, both its current P\/S and forward earnings ratios sit below the peaks reached earlier during the AI revolution.<\/p>\n These same dynamics do not apply to Palantir. As the figures above illustrate, Palantir’s valuation multiples have continued to expand<\/a>, suggesting that investors are now pricing the stock to perfection amid increasingly bullish growth expectations.<\/p>\n For sophisticated investors like Laffont and Griffin, these trends likely represent an opportunity. They appear to be betting that continued investment in AI infrastructure<\/a>, along with new trillion-dollar opportunities<\/a> in fields like robotics, autonomous systems, and even crypto, have yet to be fully reflected in Nvidia’s share price — leaving meaningful upside potential from current levels. In my eyes, savvy investors are choosing to lock in profits and rotate their capital into more reasonably valued assets.<\/p>\n While I think Palantir stands to benefit from broader AI-driven tailwinds, its current valuation profile looks frothy at best and unsustainable at worst. For this reason, I see Nvidia as the better buy over Palantir right now.<\/p>\n Adam Spatacco<\/a> has positions in Nvidia and Palantir Technologies. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Some of Wall Street’s largest money managers are locking in gains in Palantir and doubling down on an…\n","protected":false},"author":2,"featured_media":232886,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":{"0":"post-232885","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/232885","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=232885"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/232885\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/232886"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=232885"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=232885"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=232885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nStanley Druckenmiller<\/a> is a legend on Wall Street, perhaps best known for his tenure managing money for George Soros<\/a> before turning his focus to his own capital through the Duquesne Family Office<\/a>. At the start of 2024, Duquesne held 769,965 shares of Palantir. But nearly a year later, the company had fully exited its position<\/a>. This move wasn’t entirely unexpected. Duquesne has a history of trading Palantir opportunistically, adding or trimming exposure in step with the stock’s sharp volatility.
\nRay Dalio<\/a>, the billionaire founder of Bridgewater Associates, has taken a similar approach to that of Duquesne. Throughout 2024, Bridgewater’s trading activity in Palantir followed a pattern of cautious trimming and rebalancing. By the first quarter of 2025, however, it had dumped its remaining position — and, as of now, has not reinitiated a stake in the stock.<\/p>\n<\/p>\n
![\"NVDA](\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/10\/e1868a2d7f902214bfc7937d1bbbb0c5.png\"\/)
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\nGriffin’s Citadel took an even more aggressive stance, purchasing 6,513,348 shares and increasing its stake by an impressive 414%.<\/p>\n![\"NVDA](\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/10\/9f585dd11106ee0783ad1d492d6d3ca7.png\"\/)
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