3 AI Semiconductor Stocks with More Than 40% Upside and Recent ‘Buy’ Ratings
Analysts remain bullish on Nvidia ($NVDA), Micron ($MU), and Broadcom ($AVGO) and recently reiterated their Buy ratings on these AI semiconductor s...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 19,275,300 | $22,249,286,037 | +16% | 2.54% | |
| 2. | 14,155,700 | $16,339,782,953 | +38% | 1.87% | |
| 3. | Situational Awareness LP Leopold Aschenbrenner | 4,828,786 | $5,573,819,392 | +27713% | 27.54% |
| 4. | AQR Capital Management Cliff Asness | 3,833,728 | $4,425,233,125 | -16% | 1.54% |
| 5. | Coatue Management Philippe Laffont | 3,142,269 | $3,627,089,685 | +1794% | 7.46% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.50 | 7,820 | $2,639,250.00 | 25,910 | 2026-01-14 | Filing | |
| $336.63 | 3,780 | $1,272,461.40 | 18,090 | 2026-01-14 | Filing | |
| $337.07 | 11,600 | $3,910,012.00 | 14,310 | 2026-01-13 | Filing | |
| $61.73 | 176 | $10,864.48 | 187,072 | 2022-07-26 | Filing | |
| $70.08 | 135 | $9,460.80 | 186,896 | 2022-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,132.33 | 25 | $28,308.25 | 235 | 2026-06-26 | Filing | |
| $989.59 | 258 | $255,314.22 | 264,503 | 2026-08-21 | Filing | |
| $988.10 | 351 | $346,823.10 | 264,761 | 2026-08-21 | Filing | |
| $986.24 | 341 | $336,307.84 | 265,112 | 2026-08-21 | Filing | |
| $985.40 | 84 | $82,773.60 | 265,453 | 2026-08-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 104,827,219 | $121,001,011,030 | 1.8% | |
| 2. | 73,659,544 | $85,024,475,045 | 1.82% | |
| 3. | 50,075,870 | $57,802,075,982 | 1.71% | |
| 4. | 36,420,900 | $42,040,280,661 | 3.49% | |
| 5. | 36,315,240 | $41,918,317,985 | 3.32% |