Core Viewpoint - Nvidia has experienced significant stock price appreciation due to its pivotal role in the artificial intelligence sector, despite some prominent investors exiting the company and missing out on substantial gains [1][7]. Group 1: Stock Performance and Investor Actions - Nvidia's stock has rallied approximately 36% year-to-date, closing at $183 [2]. - Stanley Druckenmiller sold all 9,500,750 split-adjusted shares between June 30, 2023, and September 30, 2024, missing out on about $589 million in gains as the stock rose 51.3% since his last sale [5]. - George Soros sold his remaining 220,000 shares in Q2 2024, leaving approximately $13.6 million in potential gains as the stock increased by 48.9% post-sale [6][7]. Group 2: Company Fundamentals and Market Sentiment - Nvidia's revenue growth has exceeded 100% year-over-year, primarily driven by its next-generation Blackwell chips and strong performance in data centers [1]. - The company has regained access to the Chinese market under a revised U.S. trade deal, positively impacting market sentiment [2]. - Anticipation is building for Nvidia's upcoming Q2 2025 earnings report, which is expected to showcase revenue from the Blackwell chip and provide future guidance [8].
These 2 billionaires exited Nvidia stock early; Here's how much they missed out