When Ackman, Klarman, Griffin, and Druckenmiller all show up in the same zip code, bargain hunters should pay attention.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

March 29, 2026   |   Read online The Billionaire Convergence: Four AI Infrastructure Stocks That Smart Money Is Quietly Stacking When Ackman, Klarman, Griffin, and Druckenmiller all show up in the same zip code, bargain hunters should pay attention. Sponsored No. 1 Stock to Buy for THIS MONDAY Heads up: Tim Bohen's new algorithm just uncovered a dirt-cheap stock that could DOUBLE or MORE this coming Monday. This powerful algo has already identified Monday moves of 149%, 190%, and even a whopping 536%... Click here to see how to get positioned ahead of this Monday's setup! Hey there, bargain hunter. When one billionaire fund manager piles into a stock, it is a data point. When four of the most disciplined capital allocators on the planet converge on the same four-stock cluster heading into late March 2026, that is a signal worth unpacking. This is not a story about trend-chasing. It is a story about pattern recognition. Ackman, Klarman, Griffin, and Druckenmiller do not call each other. They run independent research operations with different time horizons, risk postures, and return mandates. Yet when their 13F filings hit the SEC's EDGAR system in February 2026, the same names kept surfacing: Amazon (AMZN), GE Vernova (GEV), Applied Materials (AMAT), and Broadcom (AVGO). That is the convergence. Let us break it down, stock by stock, number by number. The Scoreboard: What Just Happened AMZN: Bill Ackman's Pershing Square raised its Amazon stake by 65%, and Seth Klarman's Baupost Group opened a fresh $490M position, making AMZN Baupost's second-largest holding. GEV: Philippe Laffont's Coatue holds a $2.2B position. Stanley Druckenmiller added his seal of approval for 2026 after initiating a stake last quarter. AMAT: Ken Griffin's Citadel Investment Group increased its Applied Materials position by 600%, accumulating over 2.4 million shares. Hedge fund portfolios holding AMAT jumped from 89 to 111 in a single quarter. AVGO: Hedge fund ownership of Broadcom surged from 183 to 202 portfolios in the latest tracking cycle, driven by enterprise AI demand that shows no sign of decelerating. Amazon (AMZN): The Reluctant Compounder That Finally Got Cheap Amazon has a reputation problem with retail investors. Too big to be exciting. Too much capex to be comfortable. Too many moving parts to model cleanly. That reputation is exactly why it became the single most widely held equity among hedge funds heading into 2026. Here is the institutional logic in plain English: AWS is the cash engine, and AI just poured rocket fuel into the tank. AWS grew cloud revenue 24% in Q4 2025 — the fastest growth rate in 13 quarters — and now commands a 28% share of global cloud infrastructure spending. Even though AWS represents just 18% of Amazon's net revenue, it generated 57% of the company's roughly $80 billion in operating income. That ratio is the story. The tail wags the dog, and the tail is accelerating. Bill Ackman's team was blunt about the thesis. In a presentation to investors, Pershing Square said it believes Amazon operates "two of the world's great, category-defining franchises" — the retail marketplace delivering $700 billion in annual gross merchandise value, and AWS, which Ackman views as the leading cloud hyperscaler in a highly concentrated market. Ackman specifically believes that Amazon's AI investments will drive retail margin expansion alongside cloud revenue acceleration. Pershing Square now holds approximately 9.6 million Amazon shares — a 65% increase from its prior position — representing 14% of the fund's total portfolio. Seth Klarman, the so-called Oracle of Boston, took a different route to the same destination. Klarman opened a fresh $489.7 million position in Amazon during Q4 2025, making it Baupost's second-largest holding. Klarman is a diehard value investor. He does not chase momentum. The fact that he specifically cited Amazon's forward P/E of approximately 25 — compared to a five-year historical average P/E of 35 — tells you exactly what attracted him: a historically cheap valuation on a structurally improving business. Amazon's $200 billion capex commitment for 2026 is the lightning rod dividing bulls and bears. Ackman and Klarman are firmly in the bull camp, arguing the company has been capacity-constrained, not growth-impaired. AMZN Data Snapshot Q4 2025 AWS Revenue Growth: 24% YoY — fastest in 13 quarters AWS Operating Income (2025): $45.6 billion, up ~15% YoY AWS Backlog: $244 billion, up 40% YoY Forward P/E: ~28x (vs. 5-year avg of ~35x) Wall Street Consensus: 44 Buys, 1 Hold — Strong Buy Average Price Target: ~$295–$305 (implies ~28% upside from recent levels) 2026 Capex Plan: $200 billion (the key bear risk) Pershing Square AMZN Stake Increase: +65% Baupost New Position: $489.7M (9.28% of portfolio) Is it cheap? At roughly 28x forward earnings against 19% annual earnings growth estimates for the next three years, Wall Street analysts believe the current valuation looks attractive. A PEG ratio below 1.0 using five-year growth projections further supports the value framing. The primary risk is straightforward: $200 billion in capex will almost certainly push free cash flow negative in 2026. Patience is required. Bull/Base/Bear: Bull — AWS reaccelerates to 30%+ growth as AI workloads absorb the new capacity; retail automation saves $7.5B annually; multiple re-rates toward historical average. Base — AWS sustains 20%+ growth; margins expand gradually; stock grinds toward analyst targets in the $295–$305 range. Bear — Capex cycle disappoints; cloud market share continues to erode to Azure and Google Cloud; negative free cash flow spooks the market and compresses the multiple further. Sponsored The Next Gold Rush Lithium demand's fueling a modern-day gold rush. Essential for robots, AI, EVs, and energy, experts forecast 5X demand growth by 2040. Enter EnergyX. Their patented tech can recover 3X more lithium than traditional methods. They already have a strategic investment from General Motors, raised $150M+, and earned a $5M DoE grant. Now they're preparing to unlock up to 9.8M tons of lithium in Chile. Claim your piece of this gold rush as an early-stage EnergyX investor today. DISCLOSURE: EnergyX's Regulation A offering has been qualified by the SEC. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com GE Vernova (GEV): The Grid Is the New GPU If you want to understand why tech and quant funds own an industrial power equipment company, start with one number: AI data centers are eating electricity at a rate that the existing grid cannot sustain. GE Vernova does not manufacture chips. It manufactures the infrastructure that keeps chips running. Philippe Laffont's Coatue Management holds GEV as a top-four position worth approximately $2.2 billion — and Coatue is a technology-focused fund. That sentence alone should reframe your mental model of what GEV actually is. It is not an energy stock in the traditional sense. It is an AI infrastructure stock wearing an industrial company's clothes. Stanley Druckenmiller — who initiated a position just last quarter — essentially issued a public endorsement for the 2026 thesis by maintaining and building the position after the company's significant guidance upgrade. The fundamentals back the enthusiasm. GE Vernova raised its 2026 revenue guidance to $41–$42 billion, a meaningful jump that positions the business directly in the path of AI-driven electricity demand. CEO Scott Strazik described the opportunity as the "early stages of a significant value-creation" cycle — shorthand for: the grid needs a complete rebuild, and GEV is selling the hardware to do it. Looking further out, the company is targeting $52 billion in revenue by 2028, with 20% adjusted EBITDA margins. Those are tech-company growth rates on an industrial chassis. Baird upgraded GEV to Outperform in February 2026, arguing that the market had previously misjudged the timing and magnitude of potential gas power surplus. The firm highlighted that adjusted EBITDA margins are expected to rise to 13.2% in full-year 2026 and could reach 20%–21% by 2030. Crucially, the company ended 2025 with 83 GW of gas turbine capacity contracted — approximately half in firm orders and half in slot-reservation contracts. Gas turbine orders rose 54% year-over-year in 2025. Morgan Stanley maintained its overweight rating and lifted its price target to $960, noting that utility companies are planning gas plant projects well beyond 2030, supporting a favorable long-term outlook. GEV Data Snapshot 2026 Revenue Guidance: $41–$42 billion 2028 Revenue Target: $52 billion 2028 Adjusted EBITDA Margin Target: ~20% 2026 Adjusted EBITDA Margin Estimate: 13.2% (Baird) Gas Turbine Backlog: 83 GW contracted at end of 2025 Gas Turbine Orders Growth: +54% YoY in 2025 Coatue Position: ~$2.2B (top-4 holding) IPO-to-date return for early holders: ~600% (investors who bought at the March 2024 IPO are up ~7x) Dividend: Doubled quarterly dividend to $0.50; $10B buyback authorized Is it cheap? GEV trades at premium multiples relative to traditional industrials — which is exactly the point. The market is pricing it as an AI infrastructure proxy, not as a power equipment vendor. The question for bargain hunters is whether the 2028 margin roadmap justifies current prices. At $909 per share (as of late March 2026), the stock is up 35% year-to-date and has set new 52-week highs. Valuation concern is the primary risk; Citgroup held a neutral rating even as others upgraded. Bull/Base/Bear: Bull — AI power demand continues to outpace grid capacity; GEV wins outsized share of the infrastructure rebuild; margins hit 20%+ ahead of schedule. Base — Revenue hits $41B in 2026 and $52B by 2028; margins expand steadily; stock consolidates around current levels. Bear — Gas turbine orders slow due to permitting delays or a macro slowdown; margin execution disappoints; premium multiple contracts sharply. Sponsored Warren Buffett and NVIDIA agree on THIS Warren Buffett and NVIDIA couldn't be more different... so when they both invest millions in the same tech breakthrough (not AI), we know it's time to take notice. That's why legendary tech investor Jeff Brown just flew 2,000 miles to investigate this potential 33,000% growth industry. Click to see his investigation and discover how to get your stake. Applied Materials (AMAT): The Toll Booth Nobody Talks About Every AI chip that NVIDIA designs, every HBM memory module that SK Hynix or Micron ships, every 2nm logic transistor that TSMC etches — none of it happens without Applied Materials. AMAT is, as Wall Street analysts have taken to calling it, the "toll booth of the AI era." It provides the atomic-level materials engineering equipment required to manufacture the processors and high-bandwidth memory that make modern artificial intelligence physically possible. And Ken Griffin just increased Citadel's position by 600%. That move is not a trade. A 600% position increase by one of the most data-driven quant operations on the planet is a structural thesis bet. And the structural thesis is sound. AMAT's fiscal year 2025 results — its most recent complete year — showed net revenue of $28.37 billion, non-GAAP EPS of $9.42 (up 9% YoY), and operating margins held at a healthy 29%. The company generated $5.7 billion in free cash flow and returned $4.9 billion to shareholders through dividends and buybacks. Institutional ownership is over 80%. As of March 2026, approximately 26 of 34 major Wall Street analysts have a Buy or Strong Buy rating, with several firms including Barclays and Stifel raising their price targets to $450. The forward catalyst is the semiconductor equipment spending cycle. Management guided for its Semiconductor Systems business to grow more than 20% in calendar 2026, with demand weighted to the second half as new fabrication plants transition from construction to equipment-loading phases. New multi-billion-dollar fabs in Arizona, Ohio, and Germany are all moving into heavy equipment-installation windows in the back half of 2026. The transition to Gate-All-Around (GAA) transistors and 2nm architectures creates a step-function increase in per-wafer equipment intensity — a direct revenue multiplier for AMAT. HBM DRAM spending alone, which requires 3x–4x more wafer starts than conventional DRAM, is projected to rise again in 2026. Management also highlighted record DRAM systems revenue and sustained AGS momentum in Q1 FY2026. The company's planned $5 billion EPIC Center research facility — which will allow customers and AMAT engineers to solve manufacturing challenges in real time — comes fully online in late 2026. AMAT Data Snapshot FY2025 Net Revenue: $28.37 billion (+4% YoY) FY2025 Non-GAAP EPS: $9.42 (+9% YoY) FY2025 Operating Margin: 29% FY2025 Free Cash Flow: $5.7 billion Q1 FY2026 Revenue: $7.0 billion (beat consensus of $6.9B) Semiconductor Systems 2026 Growth Guidance: >20% Institutional Ownership: >80% Citadel Position Increase: ~600% Hedge Fund Portfolio Count: 111 (up from 89 in prior quarter) Key Risk: China export controls could create a $600M–$710M revenue headwind in FY2026 Analyst Consensus: 26 of 34 analysts rate Buy or Strong Buy; price targets up to $450 Is it cheap? At roughly 39x trailing earnings, AMAT is not classically cheap. But it is arguably fairly valued given 20%+ forward growth guidance, 29% operating margins, and a structural position as the essential supplier to every leading chipmaker on the planet. The China exposure — historically nearly 30% of AMAT's sales — remains the principal swing factor. Export control expansion threatened over $600 million in annual revenue, though a 2026 diplomatic suspension has provided near-term relief. Bull/Base/Bear: Bull — 2nm ramp arrives on schedule; HBM capex cycle extends into 2027; EPIC Center accelerates customer wins; stock re-rates higher. Base — Semiconductor systems grow 20%+ in 2026 back-half loaded; margins hold at 29%; stock grinds toward $400–$450 targets. Bear — China export controls tighten again; Intel or Samsung cuts capex due to macro pressure; customer roadmap delays push out revenue. Sponsored This Feels Like Collecting 'Toll Money' From AI... Every time AI 'thinks,' data has to move, and that movement is not free. With one billion AI users, it's one of the fastest growing cash streams in America today... Read More Here... Broadcom (AVGO): The Quiet $1.5 Trillion Infrastructure Monopoly Broadcom does not get the headlines that NVIDIA gets. That is partly by design, and partly why it still offers value. While NVIDIA captured the gold rush phase with merchant GPUs, Broadcom has quietly secured the plumbing and the custom brains of the world's largest AI clusters. It is the dominant force in custom AI accelerators (XPUs) and high-performance Ethernet networking, while simultaneously operating a high-margin enterprise software empire through its VMware acquisition. Hedge fund ownership jumped from 183 to 202 portfolios in a single quarter — and that is not a coincidence. The fundamental case is staggering in its simplicity. For fiscal year 2025, Broadcom reported $64 billion in revenue — a 24% year-over-year increase — and achieved an adjusted EBITDA of $43 billion, representing an industry-leading 67% margin. Free cash flow has consistently represented over 40% of revenue. The company's AI revenue jumped 106% in its Q1 2026 earnings report. Broadcom is the custom silicon partner for Google's TPUs, Meta's MTIA accelerators, and in early 2026 it was confirmed that OpenAI and Anthropic have joined the roster for custom accelerators. The primary catalyst for the year ahead is a $73 billion AI backlog — demand the company is now working through as hyperscalers shift from experimental AI to production-scale deployments. The VMware integration has been seamlessly executed. Broadcom converted VMware's licensing model to a subscription structure, generating predictable enterprise software cash flows that act as a shock absorber against semiconductor cyclicality. Over 85% of analysts covering the stock have a Buy or Strong Buy rating as of early 2026. At roughly 28x forward earnings, the stock carries a premium valuation that reflects both high-growth AI exposure and those steady software cash flows. Broadcom's 5-year return to shareholders has been approximately 645%, and the 10-year figure is roughly 2,850% — numbers that help explain why institutional allocators continue to size up positions rather than trim. AVGO Data Snapshot FY2025 Revenue: $64 billion (+24% YoY) FY2025 Adjusted EBITDA: $43 billion (67% margin) Free Cash Flow: Consistently >40% of revenue Q1 2026 AI Revenue Growth: +106% YoY AI Backlog: $73 billion Market Cap: ~$1.5–1.8 trillion Forward P/E: ~28x Hedge Fund Portfolio Count: 202 (up from 183) 1-Year Return: ~65–75% Key Customers: Google (TPU), Meta (MTIA), OpenAI, Anthropic Analyst Consensus: >85% Buy or Strong Buy Is it cheap? Not in the traditional sense. But Broadcom's valuation thesis rests on margin quality and backlog visibility, not on multiple compression. The $73 billion AI backlog provides multi-year revenue visibility. The VMware subscription conversion creates recurring cash flow that is genuinely defensive. The bear case centers on customer concentration risk — Google and Meta account for a disproportionate share of XPU revenue — and potential NVIDIA competition in the Ethernet networking segment. Bull/Base/Bear: Bull — XPU demand accelerates through the back half of 2026 as inference workloads scale; new hyperscaler customers dilute Google/Meta concentration risk; VMware ARR continues compounding. Base — AI revenue grows 50%+ in 2026; backlog converts on schedule; stock consolidates near current levels with dividend growth. Bear — A major hyperscaler pauses XPU orders or brings custom silicon in-house; macro slowdown compresses enterprise software spending; stock de-rates. 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GEV Adjusted EBITDA Margin (GEV): Watch for progression from current levels toward the 13.2% FY2026 target and eventual 20% by 2030. AMAT Semiconductor Systems Revenue Growth (AMAT): Management guided for >20% growth in calendar 2026. Quarterly tracking against that number is the key performance indicator. China Revenue Exposure (AMAT): Monitor export control policy. China was historically 30% of AMAT sales. Any re-tightening of the current diplomatic suspension is an immediate headwind. Broadcom AI Revenue Growth (AVGO): Q1 2026 showed 106% AI revenue growth. Watch whether that rate is maintained or accelerates as the inference cycle builds. Broadcom XPU Customer Concentration (AVGO): Google and Meta dominate current XPU revenue. New customer additions (OpenAI, Anthropic) diluting that concentration is a structural positive. Hedge Fund Ownership Breadth (All Four): Track whether portfolio counts continue rising across 13F cycles. Sustained breadth of institutional accumulation validates the thesis; sudden outflows warrant re-evaluation. AI Capex Commitments from Hyperscalers (All Four): Big Tech is expected to invest over $500 billion in AI infrastructure in 2026. Any significant reduction in hyperscaler capex guidance would ripple through all four names simultaneously. Action Plan for Bargain Hunters AMZN: If you believe the $200B capex cycle is building durable AI infrastructure rather than burning capital, current prices near a decade-low forward valuation represent a scale-in opportunity. Consider building a position in two tranches — one now, one if the stock pulls back further on near-term FCF pressure. Avoid over-sizing given the FCF headwind in 2026. GEV: This is the highest-conviction name in the group for investors who believe AI power demand is structural, not cyclical. The stock is not cheap on traditional industrial metrics, but the 2028 margin roadmap justifies the premium if execution holds. Best suited to investors with a 2–3 year time horizon who can tolerate above-average volatility. AMAT: The 600% Citadel accumulation is arguably the most striking signal in this entire cluster. AMAT offers the AI infrastructure theme at a lower valuation multiple than most pure-play AI names, with recurring AGS revenue providing a margin buffer against equipment cycle downturns. A starter position ahead of the 2026 back-half equipment loading window makes structural sense. Scale in if the stock pulls back on China export control headlines. AVGO: Broadcom is the most defensible name in the group. The combination of a $73B AI backlog, 67% EBITDA margins, and a sticky enterprise software revenue stream makes it the go-to holding for investors who want AI infrastructure exposure without purely cyclical risk. Hold or accumulate on any pullback toward the $300–$315 range. Bottom Line The convergence of Ackman, Klarman, Griffin, and Druckenmiller on these four names is not a guarantee of anything. Markets are unpredictable, and 13F filings reflect positions as of December 31, 2025 — not today. But the underlying theme connecting all four is impossible to ignore: AI infrastructure is not a trend. It is a decade-long capital cycle, and these four stocks sit directly in its path from different angles — cloud computing, power infrastructure, semiconductor equipment, and custom silicon. If AI capex stays elevated and the hyperscalers continue spending, all four of these names have legitimate re-rating potential over a 12–24 month horizon. If the macro turns or capex gets cut, AVGO and AMZN have the most defensive business models to weather the pressure. GEV and AMAT carry the most cyclical risk but also the most torque to the upside. The conditional bottom line: if AI infrastructure spending stays structurally elevated through 2027, the bargain hunter who builds patient, scaled positions in these four names at current prices will likely be thanked by their future self. If it does not, you will want to have sized accordingly and kept dry powder ready. Do not chase. Do not size recklessly. And as always — stay cheap. — The Cheap Investor Editorial Desk IMPORTANT NOTICE AND DISCLAIMER Investing Media Solutions, LLC ("IMS"), the owner of this website (the "Website"), cannot guarantee the accuracy or completeness of the information contained in any article, email, newsletter, or other publication posted on or viewed in connection with this website (the "Publications"). The author or authors of those Publications are solely responsible for their contents. IMS has not done any research or due diligence into the markets, industries, or companies which may appear or be mentioned in the Publications. 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