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Druckenmiller Boosts Amazon Tenfold and Buys AMD in Bold AI Infrastructure Bet

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The Story

News Summary

  • Stanley Druckenmiller's family office increased its Amazon position by over 1,000% and initiated a new stake in AMD during Q2.
  • The trades reflect a unified thesis targeting AI infrastructure expansion through AWS cloud demand and AMD's rising role as an alternative data-center chip supplier.
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AMD price history

496.65 +140.94% over the displayed period

Advisor Snapshot

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