Stanley Druckenmiller just sold Google shares to load up on five AI hardware stocks

Stanley Druckenmiller just made a few portfolio moves that Wall Street is watching rather closely.

The billionaire founder of Duquesne Family Office – widely regarded as the most influential active money manager since Warren Buffett’s retirement – has completely exited his position in Alphabet and piled into five AI hardware stocks instead.

His latest 13F filing, covering holdings as of March 31st, reveals a bet on the physical infrastructure that powers artificial intelligence (AI), not the software giants who ride it.

Names Druckenmiller has invested in include SanDisk, Micron, Seagate, Broadcom, and Arm.

Why Druckenmiller walked away from Google stock

Duquesne has offloaded its entire stake in Alphabet, selling all 385,000 Class A shares worth nearly $153 million – a position the billionaire had just built up by 277% in the prior quarter.

The exit looks like disciplined profit-taking, given Google, in the two-plus quarters Druckenmiller held the stock, appreciated by more than…