Back to today’s briefing

Story perspectives

Ken Griffin Shifts Focus: Nvidia Surges, Tesla Struggles

9/22/2025

50 3

Summary

Story summary

Ken Griffin sold Tesla shares and boosted Nvidia stake by 900%, making Nvidia his second-largest holding.
Nvidia holds over 80% of the AI accelerator market and is expected to stay dominant.
Tesla's automotive revenue declined for three quarters, losing market share to BYD while pursuing robotaxis.
Build-A-Bear Workshop rose 2,150% in five years; debt-free with high margins and dividends.

1 of 1

Story summary

Ken Griffin sold Tesla shares and boosted Nvidia stake by 900%, making Nvidia his second-largest holding.
Nvidia holds over 80% of the AI accelerator market and is expected to stay dominant.
Tesla's automotive revenue declined for three quarters, losing market share to BYD while pursuing robotaxis.
Build-A-Bear Workshop rose 2,150% in five years; debt-free with high margins and dividends.