Billionaire Druckenmiller shifts focus from Nvidia and Palantir to Taiwan Semiconductor; positive.

From Nasdaq: 2025-05-21 03:51:00

1. Wall Street’s top money managers recently filed Form 13F with the SEC, revealing their first-quarter trading activity. May 15 was the deadline for this important data release.
2. Billionaire investor Stanley Druckenmiller has shifted his focus from AI stocks Nvidia and Palantir, opting to invest in Taiwan Semiconductor Manufacturing, a key player in chip production for AI-accelerated data centers.
3. Druckenmiller’s move to acquire shares in Taiwan Semi comes amidst concerns about competition and a potential AI bubble burst affecting Nvidia and Palantir. TSMC’s diverse operations may offer more stability in the face of these risks.

Read more at Nasdaq: Billionaire Stanley Druckenmiller Dumped Shares of Nvidia and Palantir and Is Loading Up on His New Favorite Artificial Intelligence (AI) Stock