Billionaire Ken Griffin Buys 2 AI Stocks Chasing a $1 Trillion Market Opportunity in Robotaxis (Hint: Not Tesla)

Motley Fool reports that hedge fund billionaire Ken Griffin bought Nvidia (NVDA.OQ) and Amazon (AMZN.OQ) in Q4, making them his two largest holdings, while selling Tesla. The piece frames the moves around a potential $1 trillion robotaxi market, highlighting Nvidia’s GPU and software stack (Omniverse, Cosmos, Alpamayo, Hyperion) as critical to autonomous vehicles and Amazon’s Zoox as a commercial robotaxi play. Analysts cited expect strong multi-year earnings growth for both firms (Nvidia ~38% CAGR, Amazon ~19% CAGR), supporting bullish long-term case despite rich valuations (Nvidia ~35x, Amazon ~29x). The article’s market impact centers on institutional positioning toward AI/robotaxi winners, reinforcing bullish interest in NVDA and AMZN shares.