From Nasdaq: 2025-02-21 04:05:00

Billionaire investors reveal their latest moves quarterly through form 13F filings with the SEC. Stanley Druckenmiller, known for his 30% annual returns, recently sold all Nvidia shares and bought into Amazon. Druckenmiller cited locking in profits and future valuation concerns as reasons for the Nvidia sale. Nvidia’s valuation had reached over 50x forward earnings estimates, prompting Druckenmiller to reconsider his position in the company. On the other hand, Amazon, a leader in e-commerce and cloud computing, is also a significant player in the AI space. Druckenmiller purchased over $72 million worth of Amazon shares, representing more than 1.9% of his portfolio, making it one of his top five buys in the fourth quarter of last year. Amazon’s AI efforts through AWS have contributed to its $115 billion annualized revenue run rate, positioning it well in the growing AI market, which is forecasted to exceed $1 trillion by the end of the decade. Druckenmiller’s move to invest in Amazon’s AI potential could lead to significant gains for his portfolio and other investors. For those seeking lucrative investment opportunities, expert analysts recommend “Double Down” stock picks, highlighting past successes with companies like Nvidia, Apple, and Netflix. These alerts aim to identify companies on the brink of growth, offering a chance to invest before it’s too late. Consider exploring these recommendations for potential high returns in your portfolio.



Read more at Nasdaq: Billionaire Stanley Druckenmiller Dumped all of His Nvidia Shares Last Year and Just Bought Shares of This Top AI Player