Duquesne's billionaire boss bowed out of Wall Street's hottest AI stock while simultaneously piling into a trillion-dollar company that's critical to the long-term success of the AI revolution.

For a lot of investors, earnings season is the highlight of every quarter. It's the six-week period where most members of the S&P 500 lift the proverbial hood on their operating results.

But a strong argument can be made that the quarterly filing of Form 13Fs with the Securities and Exchange Commission is equally important. A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that spills the beans on which stocks they've been buying and selling. This information can be invaluable in the sense that it tells investors which stocks and

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