--- title: "Billionaire Chase Coleman Just Loaded Up on 4 Brilliant AI Stocks" description: "Chase Coleman's Tiger Global Management fund made significant purchases of AI stocks in Q1, including Microsoft, Amazon, Nvidia, and Taiwan Semiconductor. Despite being higher than previous prices, th" type: "news" locale: "en" url: "https://longbridge.com/en/news/242552411.md" published_at: "2025-05-30T09:48:04.000Z" --- # Billionaire Chase Coleman Just Loaded Up on 4 Brilliant AI Stocks > Chase Coleman's Tiger Global Management fund made significant purchases of AI stocks in Q1, including Microsoft, Amazon, Nvidia, and Taiwan Semiconductor. Despite being higher than previous prices, these stocks remain attractive. Taiwan Semiconductor is particularly appealing due to its lower valuation and expected 45% CAGR in AI-related revenue. Nvidia shows strong growth potential, while Amazon focuses on margin expansion. Microsoft, though resilient, lacks the growth upside of the others, placing it last among the four AI stocks purchased. I monitor billionaires' investments in hedge funds, which gives me investment ideas and helps me determine whether my thoughts on a particular stock are still relevant. One of the funds I follow is Chase Coleman's Tiger Global Management fund, which made some major purchases of top artificial intelligence (AI) stocks during the first quarter. What stocks did Coleman and his team load up on? Let's take a look. Image source: Getty Images. ## The information is a bit dated If a fund has over $100 million in assets, it is required to divulge its end-of-quarter holdings to the Securities and Exchange Commission (SEC). Then, 45 days after the close of a quarter, that information is made available to the investing public through a Form 13-F. Although this information comes to investors a bit late, it still gives investors an idea of what the fund is doing, especially when compared to its holdings in previous quarters. During the first quarter, Tiger Global Management purchased a few big-time AI stocks. These included **Microsoft** (MSFT 0.30%), **Amazon** (AMZN 0.45%), **Nvidia** (NVDA 3.23%), and **Taiwan Semiconductor Manufacturing** (TSM 0.51%). All four of these stocks were already in Tiger Global Management's portfolio prior to Q1, so these represent further buys from Coleman and his team. Although we don't know exactly when the stocks were bought in Q1, we know that since the end of the quarter, each has risen in price. Are any of these four worth buying right now? ## All four of the stocks are still cheaper than they were for most of 2024 If you examine each stock by its forward price-to-earnings (P/E) ratio, you can understand how highly each stock is valued relative to the others. MSFT PE Ratio (Forward) data by YCharts The first thing that stands out is that all four of these stocks are still valued at the bottom end of their trading range throughout most of 2024. So, even though they *could* have been purchased for much cheaper prices just a few weeks ago, they're still attractive considering their range. The second thing that stands out is how cheap Taiwan Semiconductor is compared to the other three. Taiwan Semi's stock can be purchased for under 21 times forward earnings, which is significant because the **S&P 500** trades for 22.1 times forward earnings. This is a lower-than-market multiple, yet Taiwan Semi is expected to deliver monster growth over the next five years. Management believes its AI-related revenue can increase at a 45% compound annual growth rate (CAGR), and its overall revenue CAGR will approach 20%. That's faster than the broader market's growth over the next five years (usually around 10% annually), making Taiwan Semiconductor stock a fantastic buy right now. The other three have a bit more work to do. They're trading at a premium valuation, so they will need to deliver market-beating growth. Nvidia is probably the easiest company to make this case for, as its GPU empire is still expanding to meet the massive computing needs of the AI arms race. Wall Street analysts expect 53% revenue growth in fiscal year 2026 (ending January 2026) and 24% next year, so Nvidia has the growth to justify its premium price tag. Amazon's projected revenue growth in 2025 and 2026 is 9% and 10%, respectively. This might immediately throw red flags for investors, as it's slower than the broader market's growth. However, Amazon isn't a revenue growth story; it's a margin expansion story. Over the past few years, Amazon's higher-margin segments have grown much faster than its lower-margin ones, allowing its margins to expand dramatically. AMZN Operating Margin (TTM) data by YCharts This expansion isn't done yet, making Amazon an intriguing stock to consider buying. Last is Microsoft, which is expected to grow revenue at a 14% and 13% pace in 2025 and 2026, respectively, which is quite impressive. However, Microsoft doesn't have the same margin expansion story as Amazon, which slightly caps its return potential. While Microsoft has proven to be a strong and resilient business over the past few years, I don't think I'd want to own the stock as much as the other three. It's just as expensive as Amazon and Nvidia, yet it doesn't have quite the growth upside to justify the cost. Microsoft isn't a *bad* AI stock to own, but it doesn't have the same potential as the others, which is why it's at the bottom of my list for the four AI stocks that Tiger Global Management bought this quarter. ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | OpenAI 新一輪融資或突破千億美元 據報亞馬遜、軟銀、英偉達及微軟參與投資 | OpenAI 即將完成新一輪融資，預計籌集超過 1000 億美元，估值可能超過 8500 億美元。主要投資者包括亞馬遜、軟銀、英偉達和微軟。融資將分階段進行，預計在本年度內完成。亞馬遜可能投資高達 500 億美元，軟銀 300 億美元，英偉 | [Link](https://longbridge.com/en/news/276297991.md) | | 黃仁勳稱將發佈「令世界驚訝」新晶片「所有技術都已經逼近極限」 | 英偉達執行長黃仁勳在接受《韓國經濟日報》採訪時透露，將於 2026 年 3 月 16 日在聖何塞的 GTC 大會上發布一款「令世界驚訝」的新晶片。他表示，所有技術都已逼近極限，但有信心通過團隊合作克服挑戰。新晶片可能基於 Rubin 架構或 | [Link](https://longbridge.com/en/news/276297645.md) | | 在《搜索派對》引發強烈反響後，Ring 仍然在迴避更重要的問題 | Ring 創始人 Jamie Siminoff 承認其超級碗廣告中使用大規模監控圖像引發的反響，並稱這是一個錯誤。在接受《紐約時報》採訪時，他表示未來的廣告將減少地圖的使用。然而，關於 Ring 的人工智能攝像頭技術作為監控工具的潛在濫用問 | [Link](https://longbridge.com/en/news/276373235.md) | | LPDDR 6 時代來臨！AI 需求太猛，下一代 DRAM 將比預期更快進入市場 | LPDDR6 性能較前代提升 1.5 倍，最快下半年正式商用，英偉達、三星及高通等巨頭正積極佈局。目前多數 HPC 半導體設計企業考慮並行搭載 LPDDR5X 及 LPDDR6 IP，特別是在 4 納米及以下先進製程芯片的設計中，需求出現得 | [Link](https://longbridge.com/en/news/276431575.md) | | Eagle Capital Management 增持了大量的亞馬遜股份 | Eagle Capital Management，由 Boykin Curry 領導，已顯著增加其在亞馬遜公司（Amazon.com, Inc.）的股份，增持了 199,465 股。儘管亞馬遜的股票近期波動較大，分析師指出第四季度的業績超出 | [Link](https://longbridge.com/en/news/276406745.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.