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Druckenmiller Shifts from SanDisk to TSMC: Time to Follow Suit?

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Stanley Druckenmiller's Duquesne Family Office sold SanDisk (SNDK) and bought Taiwan Semiconductor (TSM) in Q2.
  • While Wall Street currently shows a slightly higher price target for the volatile SanDisk, analysts believe TSMC is a better investment due to its lower risk profile and similar upside potential, driven by the strong AI chip demand.
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