Stanley Druckenmiller doesn’t do consensus. The Duquesne Family Office’s latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two ...
Druckenmiller initiated a new stake in Revolution Medicines in Q1. The biotech stock has skyrocketed on excitement about its lead cancer candidate, daraxonrasib. Revolution Medicine's valuation makes ...
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Regarding AI infrastructure, Druckenmiller holds stakes in two megacap technology companies in the United States: Amazon (AMZN-0.21%) and Alphabet (GOOGL +0.29%) (GOOG +0.33%). Today, we can see these ...
Druckenmiller broke publicly with Bessent, calling the buyback program price management that slows rising yields without reversing them. With the 30-year at 5.17% and real yields at 2.92%, only ...