Druckenmiller, Tepper Bet on AI Darlings: 13F Filings

The video discusses hedge fund investments in AI, highlighting major players like David Tepper and Drunken Miller. It covers their significant positions in companies like NVIDIA, Microsoft, and Alphabet, and the impact of AI on stock performance. The video also touches on the China market's influence and contrasts it with US regional banks, noting Warren Buffett's differing stance.

Which two hedge funds have increased their positions in AI companies like NVIDIA?

• Western Alliance and BNY Mellon

• Appaloosa and Duquesne

• Berkshire Hathaway and Ark Innovation

• First Republic and PAC West

What was the percentage increase in NVIDIA's stock during the first quarter?

• 50%

• 100%

• 75%

• 150%

What do 13F filings reveal about hedge funds?

• Their annual profits

• Their investment strategies

• Their holdings at the end of the quarter

• Their future investment plans

What is Drunken Miller's investment stance on China?

• He is bearish on China

• He is bullish on the China reopening narrative

• He believes the fears on China are justified

• He has no investments in China

How does Drunken Miller's approach to US regional banks differ from Warren Buffett's?

• He has exited all positions in US regional banks

• He follows Warren Buffett's strategy

• He holds positions in US regional banks

• He has increased his positions in BNY Mellon