According to South Korean media reports on September 20, global macro investment guru Stanley Druckenmiller is scheduled to make his first public visit to South Korea as early as September 22. He plans to meet with executives from major companies such as Samsung Electronics, SK Hynix, Doosan Corporation, and Doosan Enerbility to discuss investment opportunities in AI infrastructure and energy. This visit comes as Druckenmiller's stance on AI investments has become more cautious; he previously reduced his AI industry investment scale to 20% of what it was six months ago. Market analysis suggests this move aims for a more precise screening of AI investments, focusing on bottleneck segments of the industry chain.