Billionaire Sells Major AI Stock
Over three decades, Druckenmiller compounded capital at roughly 30% a year without a single losing year, a record I am not sure is matched by anyone, anywhere Buffett included. So what’s this investing maestro doing now?
In the third quarter, Druckenmiller exited Broadcom entirely, a company that is a tollroad in the chip wars of AI.
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Where Is Tesla Headed Next Year?
Tesla has rarely struggled for attention, but in 2025 it quietly fell behind. Over the past year, Tesla returned roughly 13%, trailing the S&P 500 and lagging most of its “Magnificent Seven” peers, a surprising outcome for a stock long viewed as a market leader. As 2026 approaches, the question isn’t whether Tesla has upside potential,
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Nebius Stock Has Soared & Momentum Story Isn’t Finished Yet
Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.
The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.
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Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing
The speed of Alphabet’s reversal has surprised many investors, but the more interesting story is how such a dominant business ever became that cheap in the first place, and why the momentum it regained isn’t likely to stall heading into 2026.
Key Points
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Alphabet’s rally stemmed from deep mispricing,
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Nebius Stock Has Soared & Momentum Story Isn’t Finished Yet
Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.
The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.
Read MoreThe Ivy
Broadcom Isn’t Cheap But Will It Still Power Higher?
Broadcom has quietly become one of the biggest winners of the AI boom. Shares have soared over the past two years as demand for AI infrastructure exploded, and even after a recent pullback of more than 5% from November highs, the stock is still up over 50% this year.
That short-term dip raises an obvious question: Is Broadcom finally offering a better entry point,
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Wall Street Gave Up, The Business Didn’t
Most people still think of Docusign as a digital signature tool. That’s a mistake, and it’s exactly the gap management is trying to exploit.
Over the last year, Docusign has rolled out its Intelligent Agreement Management platform, which aims to solve a much bigger and more expensive problem: what happens after a contract is signed.
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Read MoreThe Daily
2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
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Lots of investors don’t recognize just how important the credit card company American Express is to Berkshire Hathaway.
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There was a time when Alphabet would have never even been allowed to become part of Berkshire’s portfolio.
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Health insurer UnitedHealth Group’s challenges are much greater than the company-specific ones.
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