From Nasdaq: 2024-04-28 11:00:00

Stanley Druckenmiller is a well-known billionaire investor with a track record of success. He founded Duquesne Capital in 1986 and retired in 2010 but still manages $3.1 billion in assets through Duquesne Family Office. Microsoft and Nvidia are among the top holdings of his firm, with significant gains in both stocks.

Druckenmiller is bullish on Microsoft due to the company’s focus on AI-oriented businesses under CEO Satya Nadella. Microsoft’s cloud and mobile businesses have seen significant growth, with the integration of generative AI tools into its services. The stock isn’t cheap but remains a solid investment in the AI services market.

Druckenmiller has also invested in Nvidia, citing the potential for AI to become as innovative as the internet. The chipmaker dominates the high-end data center GPU market and has seen explosive revenue and EPS growth. Analysts expect continued growth in fiscal 2025, despite the stock trading at 34 times forward earnings.

Both Microsoft and Nvidia align with the growth potential of the generative AI market. Druckenmiller’s investments reflect confidence in their long-term prospects, making them attractive options for investors seeking exposure to the AI boom. It could be wise to follow his lead and consider these high-flying stocks for your portfolio.



Read more at Nasdaq: Meet the 2 “Magnificent Seven” Stocks That Stanley Druckenmiller Is Betting on the Most