Billionaire Stanley Druckenmiller sold Nvidia and Palantir, but increased investment in Taiwan Semiconductor Manufacturing

From Yahoo Finance: 2025-06-19 12:33:00

Billionaire Stanley Druckenmiller has invested heavily in artificial intelligence (AI) companies like Amazon but recently sold off Nvidia and Palantir Technologies. The high valuation of these stocks may have been a factor in his decision, with Nvidia’s valuation being a key reason for his exit.

Despite regretting the sale of Nvidia, Druckenmiller has significantly increased his position in Taiwan Semiconductor Manufacturing (TSM), a key player in producing AI chips. TSM’s revenue and profitability have been on the rise, making it an attractive investment choice for Druckenmiller.

TSMC’s increased investment in U.S. manufacturing, coupled with a bargain stock price, has caught Druckenmiller’s attention. By investing in TSM, he potentially sets himself up for a win driven by Nvidia’s chip demand. Druckenmiller’s strategic moves could offer inspiration to other investors in the AI industry.

Read more: Billionaire Stanley Druckenmiller Made a Huge Mistake With Nvidia