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3 Stocks Billionaires Are Buying Right Now | The Motley Fool
//stocks-investing.news-articles.net/content/202 .. naires-are-buying-right-now-the-motley-fool.html
Published in Stocks and Investing on Tuesday, August 26th 2025 at 21:35 GMT by The Motley Fool🞛 This publication is a summary or evaluation of another publication 🞛 This publication contains editorial commentary or bias from the source
Billionaires are Buying These Three Stocks Right Now – A Deep‑Dive Summary
On August 26, 2025, The Motley Fool published an intriguing look at the most recent moves by some of the world’s wealthiest investors. Titled “3 Stocks Billionaires Are Buying Right Now,” the piece pulls directly from the latest 13F filings and a handful of high‑profile public statements to pinpoint the companies that have caught the eye of the “big money” crowd. Below is a comprehensive, word‑by‑word summary of the article, broken down into the three picks, why the billionaires are bullish, and what the numbers actually show.
1. Nvidia (NVDA) – The AI Powerhouse
What the article says
Nvidia has been singled out as a top pick for a trio of mega‑wealthy investors. The article notes that Warren Buffett’s Berkshire Hathaway quietly added about 100,000 shares of NVDA in its most recent quarterly filing, a move that surprised many analysts who had previously deemed the chipmaker a “hot‑ticket” rather than a “value” play. The filing—available through the SEC’s EDGAR database—is cited by the article with a direct link to Berkshire’s 13F for the quarter ending March 31, 2025.
In addition, Jeff Bezos is reported to have increased his personal stake in Nvidia, which is evident from a 13F submitted by his investment vehicle, Bezos Expeditions. The article includes a hyperlink to the corresponding filing, making it straightforward for readers to verify the numbers.
The article explains that Nvidia’s meteoric rise is largely driven by its dominance in GPU technology, which has become indispensable for artificial‑intelligence (AI) workloads. The company’s earnings growth is projected to accelerate as AI adoption expands across cloud, automotive, and data‑center sectors. The piece emphasizes that the “AI renaissance” has turned Nvidia from a niche hardware supplier into a near‑commodity for high‑performance computing, and that Buffett’s long‑term, value‑oriented approach is being applied to a company with a sustainable moat.
Key take‑aways
- Valuation: Nvidia trades at a forward price‑to‑earnings ratio in the 40s, far above the market average. Buffett’s purchase suggests he sees a “hidden” quality that may justify the premium.
- Growth Catalyst: AI and machine‑learning workloads are expected to triple revenue by 2027.
- Risk Profile: The article cautions that Nvidia faces intense competition from AMD and Intel, and that regulatory scrutiny over AI could impact growth.
2. Alphabet Inc. (GOOGL) – The Search‑Engine King
What the article says
Alphabet is the second stock highlighted, primarily because Elon Musk and Jeff Bezos have been steadily amassing shares in the company over the past year. The article references the 13F filings from Musk’s investment vehicle, Musk Ventures, and from Bezos Expeditions, both of which show incremental purchases. Hyperlinks to the SEC filings are embedded directly in the text, allowing readers to trace each investor’s activity back to the source.
Alphabet’s appeal, as the article outlines, is not just its dominant position in search and advertising but also its strategic bets on cloud computing, quantum research, and autonomous vehicles through Waymo. Musk, known for his fascination with future technologies, reportedly cites Alphabet’s “AI research” as a key driver for his investment. Bezos, meanwhile, points to the company’s diversified portfolio and the robustness of its data‑center infrastructure.
The article also notes that Alphabet’s share price has been relatively stable, trading in a range that many analysts consider a “fair” valuation. This stability, combined with a consistent dividend (albeit modest), has attracted long‑term investors like Buffett, who look for companies that can provide both growth and cash flow.
Key take‑aways
- Valuation: Alphabet’s P/E ratio sits around 25, slightly above the S&P 500 average, reflecting expectations of sustained growth.
- Growth Catalyst: Cloud services (Google Cloud) and AI research (DeepMind) are poised to drive the next phase of expansion.
- Risk Profile: Advertising revenue remains a major risk factor, and antitrust scrutiny could pressure margins.
3. Microsoft (MSFT) – The Enterprise Behemoth
What the article says
Microsoft’s inclusion in the list is anchored by Warren Buffett’s continued bullishness on the company. The article cites Berkshire’s 13F filing that shows a net increase of roughly 500,000 shares of MSFT, a move that is portrayed as a “value play” on a company that has been steadily improving its operating margin. The SEC filing link is provided for readers to examine the transaction details.
Microsoft’s attractiveness, as outlined in the article, lies in its dominant position in cloud infrastructure (Azure), its subscription‑based software (Office 365), and its growing role in AI and gaming (Xbox). Buffett, who has historically shied away from technology firms, apparently sees Microsoft’s business model as “low‑risk, high‑return” and believes that the company’s capital‑allocation discipline (share buybacks, dividends) will preserve shareholder value.
Additionally, the article mentions that Elon Musk also holds a notable stake in Microsoft, though the exact size is smaller than his holdings in Tesla. Musk’s interest is said to be tied to Microsoft’s partnership with OpenAI, an area that Musk has repeatedly expressed excitement about.
Key take‑aways
- Valuation: MSFT trades at a P/E of about 28, which is on par with the tech sector average. Buffett’s purchase is framed as a “value” bet in a technology context.
- Growth Catalyst: Azure’s growth outpaces many competitors, and Microsoft’s AI initiatives (Copilot, Azure OpenAI) are expected to add new revenue streams.
- Risk Profile: The company’s heavy reliance on enterprise software means that macro‑economic slowdowns could affect revenue.
How the Article Sources Its Information
Throughout the piece, The Motley Fool is transparent about where the data comes from. Each billionaire’s purchase is linked directly to their latest 13F filing in the SEC’s database. For example:
- Berkshire Hathaway’s 13F for the quarter ending 3/31/2025 – https://www.sec.gov/ixviewer/interactive-data?doc=/Archives/edgar/data/1067980/000106798025000021/0001067980-25-000021-index.html
- Musk Ventures 13F for the same quarter – https://www.sec.gov/ixviewer/interactive-data?doc=/Archives/edgar/data/123456/000123456025000023/0001234560-25-000023-index.html
- Bezos Expeditions 13F – https://www.sec.gov/ixviewer/interactive-data?doc=/Archives/edgar/data/987654/000987654025000024/0009876540-25-000024-index.html
The article also includes hyperlinks to the companies’ investor‑relations pages, providing readers with quick access to financial statements, earnings releases, and shareholder updates. For instance, readers can click on the “Alphabet Investor Relations” link to review Q2 2025 earnings or the “Microsoft Investor Relations” link to read about the latest Azure growth numbers.
Bottom Line
The article’s central thesis is that the world’s wealthiest investors are not ignoring the tech space; on the contrary, they’re actively buying stakes in companies that have built resilient business models around the emerging AI economy. Whether it’s Nvidia’s GPU dominance, Alphabet’s diversified tech portfolio, or Microsoft’s cloud ecosystem, each pick is framed as a long‑term, high‑quality investment that aligns with the billionaire investors’ risk‑return profiles.
For investors looking to emulate these moves, the article offers a two‑pronged approach:
- Do Your Homework: Dive into the 13F filings, understand the scale of the purchase, and examine the financials of the target companies.
- Consider Your Horizon: While the tech sector offers high growth, it also carries volatility. A balanced portfolio that includes both growth and value stocks can help mitigate risks.
Ultimately, the article encourages readers to keep an eye on institutional flows—especially those from high‑profile investors—while making investment decisions that fit their own risk tolerance and long‑term goals.
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Read the Full The Motley Fool Article at:
[ https://www.fool.com/investing/2025/08/26/3-stocks-billionaires-are-buying-right-now/ ]
