Investment Shake-Up: A Billionaire's Big Bet on AI

A major investor has switched focus from a retail giant to an AI company. This investor is known for making smart calls in the market. They recently sold a big chunk of their shares in a well-known online store. At the same time, they bought a lot of shares in a data analytics firm. The online store is a leader in online shopping, ads, and cloud services. It has been investing heavily in AI to grow. Even so, the investor chose to sell. This could be a way to secure profits rather than a sign of doubt in the company's future.The data analytics firm is making a name for itself in AI and data analysis. Their software is used by governments and businesses alike. In 2025, they were ranked the top AI/ML platform, ahead of big names like Google and Microsoft. Their revenue grew by 63% in the third quarter, and earnings more than doubled. However, the firm's stock is pricey. It's trading at 119 times sales, the highest in the S&P 500. The stock price has surged 11 times since January 2024, but revenue hasn't kept up. This trend can't continue indefinitely. Eventually, the stock might see a significant correction. The investor's move shows a shift in focus. From a retail giant to an AI company. This could be a sign of things to come in the investment world. It's a reminder that even the biggest players can make big changes.