Legendary trader Druckenmiller warns of "profit bubble" risk in the AI sector, having cut his AI holdings to 20% of what they were six months ago.
Legendary trader Stanley Druckenmiller warned of a "profit bubble" risk in the AI industry and revealed that his family office, Duquesne Capital, has cut its AI exposure to 20% of what it was six months ago. He believes the AI construction cycle is sufficiently late-stage that people need to start being wary, and noted that Wall Street's current narrative of high corporate earnings driving the market to infinite highs makes him uneasy.
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