By Adam Spatacco, The Motley Fool
Publication Date: 2026-08-20 20:20:00
Over the past week, a flurry of 13F filings have revealed the portfolio moves institutional investors made during the second quarter. The shifts from one such billionaire investor, Stanley Druckenmiller, captured my attention.
Druckenmiller’s Duquesne Family Office fully exited Broadcom (NASDAQ: AVGO) while initiating a new position in Alphabet (NASDAQ: GOOGL). I find this move particularly interesting because Alphabet relies on Broadcom to help design its custom Tensor Processing Units (TPUs), the specialized chips that power a portion of Google’s artificial intelligence (AI) infrastructure.
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 »
By favoring the company that is aggressively spending rather than the supplier…
