AIRSED

 When the world's most successful hedge fund managers start making coordinated moves, experienced investors pay attention. What we're witnessing isn't just routine portfolio rebalancing - it's a strategic shift that could define the next phase of AI investing. I've been tracking these institutional moves through AIRSED 's smart money analytics, and the pattern that emerged in Q1 filings tells a fascinating story. Three legendary billionaire managers - Ken Griffin, Israel Englander, and Paul Tudor Jones - simultaneously reduced their Nvidia positions while building substantial stakes in Arista Networks, a networking infrastructure company that's returned 530% over five years. This isn't coincidence. It's calculated positioning for what many are calling "Phase 2" of the AI revolution. The Smart Money Migration Let me break down exactly what happened, because the specifics matter: Ken Griffin (Citadel Advisors): Sold 1.5 million Nvidia s...