Big Money Backs Tech: Billionaires Load Up on AI Infrastructure Stocks

The smart money is piling into the AI infrastructure trade, with three billionaire investors making massive new bets on tech giants in the same quarter. Peter Thiel's Thiel Macro fund, which had zero holdings as recently as March, re-entered the market with a $418.7 million portfolio, making Amazon (AMZN) its largest position at $118 million. Simultaneously, Stanley Druckenmiller opened a $120 million position in Alphabet (GOOGL), while Bill Ackman doubled down on Netflix...