G O’Fiachra

Billionaires tend to be especially skilled at spotting seismic shifts in industries before the crowd catches on. Recently, one stock has managed to capture the imagination of both a cautious billionaire and aggressive hedge fund managers alike, a company that sits at the very heart of artificial intelligence Nvidia.

Key Points

• David Tepper dramatically increased their Nvidia stakes,

 » Read more about: Should You Follow This Billionaire Into Nvidia?  »

AppLovin (NASDAQ: APP) has had the kind of year investors dream about. The mobile app marketing and advertising platform, best known for its strength in mobile gaming has seen its stock rocket more than 5x over the past 12 months, fueled by relentless revenue growth and eye-popping profits.

With a move that big,

 » Read more about: Is AppLovin Still a Buy After Its Incredible Run?  »

Two names dominate the foundation layer of the AI economy, ASML Holding and Taiwan Semiconductor Manufacturing. They are not competitors in the traditional sense, ASML makes the tools, while TSMC makes the chips, but investors often find themselves choosing between the two.

Let’s break down the opportunities and risks for each, and see which one looks like the stronger bet for AI investors today.

 » Read more about: Which Semi Giant Is the Better AI Stock Right Now?  »

Shares of Celsius Holdings (NASDAQ: CELH) climbed higher last week after the company unveiled an expanded partnership with PepsiCo (NASDAQ: PEP).

Under the agreement, Celsius will assume ownership of PepsiCo’s Rockstar Energy brand in the U.S. and Canada.

In exchange, PepsiCo will boost its stake in Celsius by investing almost $600 million in 5% convertible preferred stock,

 » Read more about: Forget Monster and Red Bull, Watch Celsius Now  »

Cava Group has done what its customers do best: dip. After hitting an all-time high near $172 last November, the shares have slid to the high-$60s, roughly a 60% slide from the peak, even though the business keeps putting up solid numbers.

That kind of disconnect tends to create opportunity for patient investors who care more about unit economics than headlines.

 » Read more about: Cava’s Dip Looks Tasty, Why This Sell-Off Could Be a Gift  »