By John Ballard, The Motley Fool
Publication Date: 2026-08-24 06:05:00
Stanley Druckenmiller’s Duquesne Family Office reported about $5.2 billion in U.S. equity holdings at the end of the second quarter. But its relatively small positions in Intel, Micron, and Broadcom — all initially purchased in the first quarter — were gone by the end of the quarter on June 30.
Instead, the legendary investor, with a multi-decade record of beating the market, opened a new position in Advanced Micro Devices (NASDAQ: AMD). While Druckenmiller is not as heavily invested in artificial intelligence stocks as he was a few years ago, he appears to remain bullish on the impact this technology could have on the economy and continues to make selective bets.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

