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Image source: Getty Images.<\/p>\n
Billionaire Stanley Druckenmiller rings the register on several AI winners<\/p>\n
Druckenmiller was a busy bee during the fourth quarter, with 16 holdings reduced in size and 31 previous positions exited entirely. This includes:<\/p>\n
Meta Platforms: 76,100 shares sold
\nSandisk: 166,235 shares sold
\nSeagate Technology: 85,900 shares sold
\nArm Holdings: 167,900 shares sold<\/p>\n
Profit-taking is the likeliest catalyst for this selling. The 62 positions in Duquesne’s $4.5 billion investment portfolio at the end of 2025 have been held for an average of roughly 7.5 months. Druckenmiller has shown he’s willing to ring the register when given the opportunity. Sandisk and Seagate enjoyed near-parabolic gains<\/a> of 1,540% and 318%, respectively, over the trailing year.<\/p>\n Today’s Change<\/p>\n (2.73%) $16.97<\/p>\n Current Price<\/p>\n $638.06<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $92B<\/p>\n Day’s Range<\/p>\n $615.65 – $647.00<\/p>\n 52wk Range<\/p>\n $27.89 – $725.00<\/p>\n Volume<\/p>\n 6.4M<\/p>\n Avg Vol<\/p>\n 16M<\/p>\n Gross Margin<\/p>\n 34.81%<\/p>\n But there’s also the possibility that Duquesne’s billionaire chief sent these stocks packing due to concerns about an AI bubble<\/a>.<\/p>\n Every game-changing technology since the advent and proliferation of the internet has endured an early stage bubble-bursting event. Although AI hardware adoption is robust, businesses aren’t particularly close to optimizing AI solutions to maximize sales and profits.<\/p>\n In a May 2024 interview with CNBC, Druckenmiller stated, “AI might be a little overhyped now, but underhyped long term.” Sandisk and Seagate would, presumably, be hit hard if the AI bubble bursts. Meta, which generates nearly 98% of its sales from ads<\/a> on its world-leading social media platforms, and Arm Holdings, whose intellectual property royalties and licensing revenue extend well beyond AI chips, would likely sidestep the brunt of a potential bubble-bursting event.<\/p>\n Image source: Getty Images.<\/p>\n Duquesne’s billionaire investor can’t get enough of this trillion-dollar stock<\/p>\n On the other hand, Stanley Druckenmiller bought 28 new securities and added to 13 existing holdings in the December-ended quarter. No add looms larger than the 282,800 shares of Google parent Alphabet (GOOGL<\/a> +3.86%)(GOOG<\/a> +3.84%). Druckenmiller’s purchase of the Class A shares (GOOGL) increased his fund’s stake by 277%.<\/p>\n Like Meta, Alphabet has a rock-solid foundation in advertising to fall back on if the AI bubble bursts. Google is a virtual monopoly in global internet search<\/a>, accounting for a 90% share of search traffic in January. <\/p>\n Today’s Change<\/p>\n (3.86%) $11.70<\/p>\n Current Price<\/p>\n $314.55<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $3.7T<\/p>\n Day’s Range<\/p>\n $303.90 – $315.46<\/p>\n 52wk Range<\/p>\n $140.53 – $349.00<\/p>\n Volume<\/p>\n 941K<\/p>\n Avg Vol<\/p>\n 37M<\/p>\n Gross Margin<\/p>\n 59.68%<\/p>\n Dividend Yield<\/p>\n 0.27%<\/p>\n But the buzz about Alphabet centers on its incorporation of generative AI and large language model solutions into Google Cloud<\/a>, the world’s No. 3 cloud infrastructure platform by total spend. This high-margin operating segment delivered 48% sales growth in the fourth quarter and should become Alphabet’s core cash flow driver in the coming years. <\/p>\n![\"Sandisk](\"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FSNDK.png&w=128&op=resize\"\/)
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