Druckenmiller Bets Big on AI: 40% of Portfolio in Top Players Nvidia, Microsoft, and Coupang
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Stanley Druckenmiller, a highly successful investor, has 40% of his portfolio in 3 AI stocks Nvidia, Microsoft, and Coupang.
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Nvidia is Druckenmiller's largest AI holding at 16% of his portfolio. He sees strong potential from Nvidia's leadership in AI hardware.
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Microsoft makes up 12% of Druckenmiller's portfolio. He expects Microsoft to benefit from investments in AI like OpenAI and Azure.
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Coupang uses AI in warehousing and delivery. Druckenmiller owns 11% of his portfolio in Coupang stock.
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The article recommends Nvidia and Microsoft as strong AI buys right now based on their leadership positions. Coupang has high growth but higher risk.