Billionaire traders have begun cashing in on their Nvidia bets because the inventory rockets towards new highs. However the chipmaking darling is much from the one synthetic intelligence inventory that is run too far too quick. Stanley Druckenmiller advised CNBC’s ” Squawk Field ” on Tuesday that he trimmed his Nvidia stake in late March, saying that the inventory’s turn into a “little overhyped” within the brief time period. Elsewhere, Altimeter’s Brad Gerstner eased his stake within the chipmaker and different successful know-how shares, he advised CNBC’s ” Halftime Report .” “We did lower that and loads of different positions in late March,” Druckenmiller stated. “I simply want a break. We have had a hell of a run. A variety of what we acknowledged has turn into acknowledged by {the marketplace} now.” The legendary hedge fund supervisor remains to be bullish on AI long-term. Nvidia is not the one AI play weak to revenue taking right here. To seek out a number of the different names which have run too far too quick, CNBC Professional screened to search for AI-related corporations with a ahead price-to-earnings buying and selling at a 25%-plus premium to the typical ahead PE over the past 5 years. We additionally screened for shares up greater than 50% because the bull market started within the fourth quarter of 2023. Listed below are a number of the corporations that made the lower: A number of common chipmaking shares met the standards. That features Nvidia opponent Superior Micro Units . Shares have jumped greater than 51% since October 2023 and commerce at a 26% premium to their common PE over the past 5 years at greater than 44 occasions. Of the group, Micron Know-how shares commerce on the most important premium. The reminiscence chipmaker at the moment trades at a PE of 149 occasions, or a greater than 700% premium to its 5-year common of about 19 occasions. Different chipmakers that made the listing embrace Arm Holdings and Broadcom . Arm shares have practically doubled since October 2023 and commerce at a 43% premium to their five-year common. The SoftBank-backed British chip firm went public in September. Broadcom’s rallied about 58% in that timeframe. SMCI 1Y mountain Shares over the past yr Tremendous Micro Pc has skilled probably the most important run of the group. Shares of the high-flying AI firm have rallied about 203% since October as traders guess on its servers. During the last yr, shares have surged 493% and commerce at a 185% premium to their five-year common PE. Arista Networks , Utilized Supplies and KLA Company additionally met the standards.