Druckenmiller Bets Big on Nvidia and Microsoft's AI Dominance
• Billionaire investor Stan Druckenmiller has 21% of his $3.3B portfolio in Nvidia (9.1%) and Microsoft (12%)
• Nvidia is a leader in AI chips, controlling 80%+ of machine learning processor market and 98% of data center GPU market
• Nvidia revenue grew 265% last quarter on AI chip demand; diversifying into networking, CPUs, software & services
• Microsoft dominates enterprise software market and gained cloud computing market share with differentiated AI capabilities
• Microsoft expected to grow EPS 15% annually over next 5 years, but stock may have limited upside given $3T valuation