Billionaire investor Stanley Druckenmiller reduced his holdings in Intel and Micron Technology in Q2, shifting towards Tesla and Amazon's robotics/AI-related positions.
Stanley Druckenmiller's Duquesne Family Office liquidated its positions in chip stocks Intel and Micron Technology in the second quarter, while significantly increasing its holdings in Tesla and Amazon, particularly in their robotics/AI-related ventures. The fund purchased call options on Tesla with a notional value of nearly $53 million and increased its Amazon holdings tenfold, making it one of the top ten largest positions in its portfolio. Analysts suggest that Druckenmiller's team likely engaged in profit-taking after the strong rallies in the two chip stocks.
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Source:Yahoo财经 · Source Link
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