Billionaire Daniel Loeb Was Buying 3 of My Favorite AI Stocks in Q1. Here's Why It's Not Too Late to Buy Them.
Key takeaways
- Among the stocks he bought during the period were three of my favorite artificial intelligence (AI) stocks, and they re still attractive buys right now.
- It has been a couple of years since Loeb had a stake in Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), but he opened a new one in Q1, and it s easy to see what he may like about the stock.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
Geoffrey Seiler, The Motley Fool Sun, June 7, 2026 at 2:53 AM GMT+7 4 min read GOOG NVDA Billionaire hedge fund manager Daniel Loeb of Third Point Management was busy making adjustments to his portfolio in Q1, trimming some positions while adding new ones. Among the stocks he bought during the period were three of my favorite artificial intelligence (AI) stocks, and they re still attractive buys right now.
It has been a couple of years since Loeb had a stake in Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), but he opened a new one in Q1, and it s easy to see what he may like about the stock. While it s best known for Google Search, Alphabet is the most complete AI company, having developed both top-tier AI chips and models.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »