Third Point's billionaire boss is trading one trillion-dollar AI stock for another.

Earnings season -- the six-week period where many of the S&P 500 's components report their operating results -- is often viewed as the most important data dump every quarter. But don't overlook the invaluable information provided by Form 13F filings with the Securities and Exchange Commission.

A 13F is a quarterly filing that shows investors which stocks, exchange-traded funds (ETFs), and select options Wall Street's genius fund managers have been buying and selling. Though 13Fs aren't without their flaws (e.g., they may contain stale information for active hedge funds), they can clue investors into the stocks and trends that are intriguing successful money managers.

While Warren Buffett tends to b

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