Outstanding work sir. This is clearly a huge undertaking on your behalf in time and effort. It’s such a valuable source of information that allows us to see what the Hedge Funds have been buying and selling all in one place - impeccable analysis. 👌
It’s fascinating to see how Druckenmiller and Tepper are adjusting their portfolios, especially with the dramatic movements in Nvidia. Given Druckenmiller's massive reduction in NVDA and Tepper’s shift toward Chinese investments, what do you think these shifts signal about the future of tech stocks, especially AI and semiconductors? Are these moves showing caution, or is it part of a larger strategy that retail investors should be paying attention to? Would love to hear your thoughts on how retail investors should interpret these plays!
Druckenmiller is more of a trader rather than an investor, so I wouldn't be surprised to see him back in Nvidia in the future. Tepper's largest position is BABA but the rest of his top 5 are AMZN, MSFT, META, and GOOG so he's still very much bullish on tech. Tech still has more upside in my opinion.
Outstanding work sir. This is clearly a huge undertaking on your behalf in time and effort. It’s such a valuable source of information that allows us to see what the Hedge Funds have been buying and selling all in one place - impeccable analysis. 👌
Thanks Ed!
It’s fascinating to see how Druckenmiller and Tepper are adjusting their portfolios, especially with the dramatic movements in Nvidia. Given Druckenmiller's massive reduction in NVDA and Tepper’s shift toward Chinese investments, what do you think these shifts signal about the future of tech stocks, especially AI and semiconductors? Are these moves showing caution, or is it part of a larger strategy that retail investors should be paying attention to? Would love to hear your thoughts on how retail investors should interpret these plays!
Druckenmiller is more of a trader rather than an investor, so I wouldn't be surprised to see him back in Nvidia in the future. Tepper's largest position is BABA but the rest of his top 5 are AMZN, MSFT, META, and GOOG so he's still very much bullish on tech. Tech still has more upside in my opinion.