10 AI Stocks Analysts Are Watching Closely
“To me, the main ingredient in bubbles is psychological excess ... some kind of temporary mania. For a company in this sector or industry, there’s no such thing as a price too high.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Lone Pine Capital Stephen Mandel | 6,469,719 | $1,253,896,239 | +41% | 8.92% |
2. | Castle Hook Partners Josh Donfeld And David Rogers | 3,344,137 | $648,127,192 | +256% | 3.68% |
3. | 1,831,700 | $355,001,777 | -33% | 0.06% | |
4. | 1,814,300 | $351,629,483 | -37% | 0.06% | |
5. | Appaloosa Management LP David Tepper | 1,800,000 | $348,858,000 | -22% | 5.41% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$126.75 | 1,500 | $190,125.00 | 3,467 | 2025-03-12 | Filing | |
$89.46 | 335 | $29,969.10 | 32,186 | 2024-06-10 | Filing | |
$24.84 | 10,000 | $248,400.00 | 16,923 | 2023-06-21 | Filing | |
$24.05 | 5,000 | $120,250.00 | 463,899 | 2023-03-23 | Filing | |
$24.72 | 11,000 | $271,920.00 | 369,201 | 2023-03-17 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$204.74 | 2,170 | $444,285.80 | 277,315 | 2025-10-14 | Filing | |
$205.68 | 19,200 | $3,949,056.00 | 279,485 | 2025-10-14 | Filing | |
$205.29 | 1,989 | $408,321.81 | 246,522 | 2025-10-13 | Filing | |
$201.12 | 39,437 | $7,931,569.44 | 248,511 | 2025-10-13 | Filing | |
$208.50 | 2,164 | $451,194.00 | 272,004 | 2025-10-10 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 596,796 | $116,924,272 | 0.12% | |
2. | 461,402 | $90,397,880 | 0.12% | |
3. | 168,613 | $33,034,659 | 5.96% | |
4. | 137,925 | $27,022,266 | 2.47% | |
5. | 85,360 | $16,723,731 | 0.14% |