Billionaire Stanley Druckenmiller Dumped Micron, Intel, and Broadcom: Here Are the AI Infrastructure Stocks He Bought Instead

Stanley Druckenmiller’s Duquesne Family Office exited Micron, Intel, and Broadcom in Q2 2026, per its Form 13F filed August 14, 2026 (as of June 30, 2026). The move signals reduced exposure to these mega-cap/semi names and may be viewed as a mildly cautious read-through for the group, but it is unlikely to be market-moving on its own.

Analysis

Stanley Druckenmiller’s Duquesne Family Office exited Micron, Intel, and Broadcom in Q2 2026, per its Form 13F filed August 14, 2026 (as of June 30, 2026). The move signals reduced exposure to these mega-cap/semi names and may be viewed as a mildly cautious read-through for the group, but it is unlikely to be market-moving on its own.