10 September 2026fool.com

Druckenmiller Sells Micron, Broadcom and Intel; AMD Growth Outlook Rises

SigSignificance1.20SenSentiment+0.30EnvEnvironment0.00SocSocial0.00GovGovernance0.00

Druckenmiller sold out of his Nvidia position in 2024. The focus shifts to AMD, where management expects CPU revenue growth of 80% in the second half of 2026 and 70% in 2027, while GPU growth should exceed 100%, pushing data center revenue to more than double next year. Despite strong results, AMD shares fell after its latest earnings.

Coverage (1)

Billionaire Stanley Druckenmiller Has Sold Micron, Broadcom, and Intel. Here's the Biggest AI Chip Designer Left in His Portfolio. (fool.com)

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