Billionaire Investor Leo KoGuan Buys 1 Million Nvidia Shares, Backs AI Growth
Billionaire investor Leo KoGuan has revealed that he recently purchased a significant stake in Nvidia, expressing strong confidence in the long-term potential of artificial intelligence (AI).
KoGuan, who previously gained attention as one of the largest individual shareholders of Tesla, announced on the social platform X that he acquired 1 million shares of Nvidia Corp. earlier this week.
“I bought 1 million shares of NVDA last night and plan to buy more,” KoGuan wrote. He also emphasized his belief in the future of AI, stating that artificial intelligence is “not a bubble” but only the beginning of a much larger technological shift.
Nvidia Remains a Key Player in the AI Industry
Nvidia recently reported another strong quarterly earnings performance, continuing to demonstrate its dominant position in the rapidly growing AI and semiconductor market. Despite the strong results, the company’s stock price has remained relatively subdued.
Analysts at Jefferies recently noted that major AI-focused companies such as Nvidia and Broadcom may currently be undervalued.
According to analysts led by Blayne Curtis, valuations for these large-cap technology firms appear disconnected from their underlying fundamentals.
“We continue to believe that both Broadcom (AVGO) and Nvidia (NVDA) are positioned for potential breakouts, as current valuations appear unusually low,” the analysts stated.
They added that although Nvidia’s latest earnings may not immediately drive a stock rally, the firm still considers Nvidia and Broadcom among the most reliable long-term winners in the AI sector, currently trading at attractive valuations.
KoGuan Still Holds Major Tesla Position
Although KoGuan has recently voiced criticism of Elon Musk and certain strategic decisions at Tesla, the electric vehicle manufacturer remains a major component of his investment portfolio.
KoGuan confirmed that he is still heavily invested in Tesla and U.S. Treasury bills, though he did not disclose how much he has reduced his Tesla holdings over time.
Tesla’s Future Businesses May Be Undervalued
The billionaire investor also suggested that the market may be undervaluing several of Tesla’s emerging business segments.
In his comments on X, KoGuan pointed to Tesla Energy, Cybercab technology, and the Tesla Bot project as areas that may not yet be fully reflected in the company’s valuation.
He argued that long-term investors could still see significant opportunities in Tesla.
“I believe Tesla’s energy, cybercab, and Teslabot businesses are not fully priced in,” KoGuan wrote. “Investors who are willing to take a long-term view may still benefit from Tesla’s future potential.”
KoGuan also described Tesla as “the leading embodied AI company in the world.”
Shift Toward Treasury Bills for Portfolio Balance
In addition to maintaining positions in major technology companies, KoGuan has also adjusted his investment strategy in recent months.
In a post last November, he stated that he was “no longer all-in on Tesla” and had begun purchasing three-month U.S. Treasury bills, signaling a move toward a more balanced investment approach.
