10 Trending Stocks to Watch As AI Bubble Warnings Heat Up

3. Apple Inc (NASDAQ:AAPL)

Number of Hedge Fund Investors: 156

Billionaire Paul Tudor Jones recently warned that “ingredients” are in place for a massive stock rally before a potential downturn amid rising speculative behavior in the markets. The billionaire said investors should position themselves to take advantage of the bull run.

“Feels exactly like 1999. I don’t know whether we’ll actually replay it exactly, but I think all the ingredients are in place and certainly from a trading standpoint, you have to position yourself like it’s October 99.  I don’t see why you would do anything but that. And remember, the NASDAQ doubled between the first week of October 99 and March of 2000. So, if it looks like a duck and quacks like a duck, it’s probably not a chicken.”

How is Tudor Jones positioning amid the AI boom?

According to the latest filings as of the end of the second quarter, Tudor Investment owns a $141.9 million stake in Apple Inc (NASDAQ:AAPL).

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding Apple Inc. (NASDAQ:AAPL) in its second quarter 2025 investor letter:

“Finally, shares of technology bellwether Apple Inc. (NASDAQ:AAPL) underperformed the market and lost value as the company faced a classic innovator’s dilemma, which appeared all the more egregious as competitors embraced the AI opportunity. Apple has had a dominant market position in smartphones and services, but now more than ever, investors are questioning the future outlook for the company. Despite posting a negative absolute strategy return during the quarter, which weighed on absolute strategy returns, relative to Apple’s the company’s large position in the benchmark our underweight position proved to be a tailwind to relative results during the quarter.”