Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells

Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells

Despite publicly praising Nvidia Corp.‘s (NASDAQ:NVDA) historic performance and the broader artificial intelligence (AI) sector, billionaire investor Dan Loeb's latest 13F filing reveals that his hedge fund, Third Point LLC, dumped nearly 90% of its stake in the semiconductor giant during the first quarter of 2026. The ‘Monster Quarter’ Disconnect Nvidia recently reported first-quarter revenue of $81.6 billion, an 85% year-over-year increase. CE…