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An AI-focused ETF that holds major tech stocks like Meta, Apple, Microsoft, and Nvidia could potentially turn a $200,000 investment into $1 million over the long term, but its performance may be affected by the growth potential and market saturation of these large companies.

Billionaire Dan Loeb has invested 23% of his portfolio in three AI stocks: Amazon, Microsoft, and Taiwan Semiconductor Manufacturing Company (TSMC). The article discusses the growth potential and competitive advantages of these companies in the AI space.

Analyst Dan Ives predicts an 'upgrade supercycle' for Apple's upcoming iPhone 16, driven by the integration of the company's AI platform 'Apple Intelligence'. This could significantly boost Apple's fundamentals and stock demand, though the AI revolution is not guaranteed to be led by Apple alone.

Hedge fund managers have been selling Nvidia stock and buying the Invesco QQQ Trust, an index fund that tracks companies well-positioned to benefit from the AI boom, such as Microsoft, Amazon, and Alphabet. The Invesco QQQ Trust has outperformed the S&P 500 over the past two decades.

Nvidia, a dominant player in the AI chip market, faces a potential antitrust investigation by the U.S. Department of Justice. This could force Nvidia to change its business practices, potentially slowing its growth and market share. However, increased competition could also drive innovation and new ...