From Nasdaq: 2025-05-23 05:45:00

Stanley Druckenmiller, with a 30-year track record of 30% annual returns, cut his Tesla stake by 50% and increased his AI stock position by 2,800%. He remains disciplined on valuation, selling Nvidia at unsustainable levels. Tesla’s future initiatives, like FSD technology and Optimus robots, will impact its high valuation.

Duquesne Capital Management more than quadrupled its Taiwan Semiconductor stake, acquiring 491 million shares. Taiwan Semiconductor, a key player in GPU manufacturing, reported strong earnings and expects revenue growth in the mid-20s percentile in 2025. The stock trades at a reasonable forward earnings multiple of 18, despite export restrictions and AI demand concerns.



Read more at Nasdaq: Billionaire Investor Stanley Druckenmiller Just Slashed His Fund’s Stake in Tesla by 50% and Quadrupled Its Position in Another AI Stock Up 2,800% Since Its IPO