Billionaire Druckenmiller buys $152 million in megacap tech stocks

Group 1: Investment Strategy and Performance - Stanley Druckenmiller, a seasoned investor, emphasizes making significant bets on exciting opportunities, reflecting a high-risk, high-reward investment philosophy [1] - After closing Duquesne Capital to outside investors, Druckenmiller's Duquesne Family Office achieved a return of 37% over the past year and 123.25% over the past five years [2][8] Group 2: Recent Investment Moves - In Q4 2025, Druckenmiller invested $152 million in Amazon and Google, significantly increasing his positions in both companies [3] - Druckenmiller added 300,870 shares of Amazon, worth approximately $63 million, raising his stake by 68.8%, making it the fund's seventh-largest holding [3] - He also increased his Alphabet (GOOGL) position by 276.7%, adding 282,800 shares valued at roughly $89 million [5] Group 3: Market Reactions and Company Performance - Amazon's shares gained 5% during Q4, while Alphabet's shares surged approximately 30% in the same period, driven by increased spending on AI infrastructure and cloud services [5] - Druckenmiller fully exited his position in Meta, selling all 76,100 shares after a 10% decline in the stock price [6] - Additionally, he reduced his stake in Taiwan Semiconductor (TSM) by 29%, moving it from the fourth-largest to the eighth-largest holding [6]