Billionaires invest heavily in Domino's and Taiwan Semiconductor

The stock market experienced a notable decline from February to March 2025, with the Dow Jones falling 8.6%, the S&P 500 dropping 10.1%, and the Nasdaq losing 13.7% of its value. This represented a significant pullback for these major indexes, placing both the S&P 500 and Nasdaq into correction territory. Entering 2025, stock valuations were seen as extremely high, making a market drop somewhat expected. In this environment, billionaire investors were still making moves. Warren Buffett’s Berkshire Hathaway significantly increased its stake in Domino’s Pizza, adding over 1 million shares. Buffett appreciates the trust consumers place in the brand following its successful marketing turnaround. Domino's has shown impressive sales growth, particularly internationally, and its management has been effective in meeting growth goals. Another company that attracted billionaire interest was Taiwan Semiconductor Manufacturing. Viking Global Investors, led by Ole Andreas Halvorsen, bought over 4 million shares of the chip manufacturer. Taiwan Semiconductor plays a crucial role in producing chips for artificial intelligence, which has been a hot trend on Wall Street. Despite potential risks like tariffs from the U.S. government, the company is expected to see substantial sales growth. On the flip side, some billionaires have been selling shares of Nvidia, a key player in the AI sector. Philippe Laffont from Coatue Management has sold nearly 40 million shares over seven quarters. Despite Nvidia's significant role in the AI movement, concerns about market sustainability, growing competition, and high valuation levels have led to this selling trend among investors.