US Stock Fund Activity List | Strategy rose nearly 6%, company increased its position by 800 million USD in Bitcoin

On November 19th (Tuesday), NVIDIA, ranked 3rd in U.S. stock trading volume, closed down 2.81% with a trading volume of $38.872 billion. NVIDIA has accumulated a decline of over 10% so far this month. A recent survey released by Bank of America shows that most fund managers believe the artificial intelligence investment craze has gone too far.

Tesla, ranked 4th, closed down 1.88% with a trading volume of $32.386 billion. After Tesla shareholders approved CEO Elon Musk's record-breaking trillion-dollar compensation plan last Thursday, Berkshire Hathaway CEO Warren Buffett stated that as executives compare their compensation packages, the trend of CEO pay snowballing is becoming increasingly evident. He pointed out that when CEOs see their competitors raising salaries, they are driven by greed and selfishness to further elevate their own compensation levels.

The compensation plan granted to Musk by Tesla is contingent upon the company achieving a market value of $8.5 trillion. Once achieved, this entrepreneur, who is already the world's richest person, will become the first trillionaire in history.

Microsoft, ranked 5th, closed down 2.70% with a trading volume of $16.686 billion. Microsoft and NVIDIA have committed to invest up to $15 billion in Anthropic PBC, strengthening the relationship between this AI developer and its two major supporters, OpenAI.

Insiders indicate that this investment will be part of Anthropic's next round of financing. Anthropic has also committed to purchasing $30 billion worth of computing power from Microsoft's Azure cloud services, the companies stated on Tuesday.

Amazon, ranked 9th, closed down 4.43% with a trading volume of $13.608 billion. As financial markets increasingly question the AI boom, Redburn downgraded the ratings of Amazon and Microsoft due to concerns over AI returns.

Analyst Alexander Haissl believes that the outlook for generative AI is no longer clear and that caution should be exercised regarding hyperscale data center operators. This analyst, who has been tracking these two stocks since June 2022, has downgraded the ratings of both stocks from "Buy" to "Neutral."

Haissl wrote in the report that the industry's claim of "trust us, generative AI is like early cloud 1.0" seems increasingly inappropriate, as its potential economic benefits are "much weaker than expected."

AMD, ranked 12th, closed down 4.25% with a trading volume of $13.539 billion. The stock has accumulated a decline of over 10% so far this month.

Micron, ranked 15th, closed down 5.56% with a trading volume of $7.811 billion. On Tuesday, U.S. stocks in the memory chip sector generally declined. As of Tuesday's close, Micron has fallen over 7% this week.

Strategy, ranked 26th, closed up 5.82% with a trading volume of $4.506 billion. A filing submitted by Strategy to the U.S. Securities and Exchange Commission (SEC) on Monday revealed that the company purchased $835.6 million worth of Bitcoin in the seven days ending last Sunday, marking the largest purchase of this cryptocurrency by the company since JulyThis brings its total holdings of Bitcoin to 649,870 coins, worth approximately $6.17 billion.

The company appears to have primarily funded this purchase with the proceeds from a euro-denominated preferred stock issuance completed last week. This indicates that the company, led by Michael Saylor, further strengthened the digital asset reserve model he pioneered during the recent cryptocurrency market crash last week.