Billionaire Leo KoGuan, the largest retail investor in Tesla (TSLA) with a 0.9% stake, has recently purchased 1 million shares of Nvidia (NVDA). KoGuan expressed a bullish outlook on the sector, stating he plans to buy more NVDA as he views it as the foundational layer of AI. He distinguishes the two assets by describing Tesla as "embodied physical AI" and Nvidia as an "enabler."