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Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing
['John Ballard', 'The Motley Fool', 'Tue', 'August', 'At Am Gmt', 'Min Read']
Yahoo Finance
Legendary investor Stanley Druckenmiller sold 47,805 shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) in the first quarter of 2026.
Stanley Druckenmiller is worth watching.
Continue »Duquesne Family Office chairman Stanley Druckenmiller.
AI demand is fueling TSMC's growthTSMC just posted another strong quarter, underscoring why Druckenmiller still holds a large position in the stock.
In its fiscal first quarter, Nvidia reported 85% year-over-year revenue growth and still expects cumulative Blackwell- and Rubin-related revenue of $1 trillion from 2025 through 2027.