Druckenmiller stacked Amazon, Alphabet and chip stocks just before July's AI rout
Duquesne Family Office piled into AI-linked names in Q2, tripling exposure to Amazon, adding a fresh $120M Alphabet position, and boosting TSMC and STMicroelectronics by ~19% each. The bets came just before July's sharp reversal in tech and semiconductor valuations, leaving open whether Druckenmiller stayed in through the rout.