Billionaire Investor Shifts AI Portfolio: Druckenmiller Exits Palantir and Tesla for New $50B Opportunity

Stanley Druckenmiller's Duquesne Family Office made significant adjustments to its AI-focused holdings during Q1, divesting from Palantir (PLTR) and Tesla (TSLA) while accumulating a position in an undisclosed AI company with a projected $50 billion addressable market. The move reflects selective Optimism among institutional investors despite PwC's $15.7 trillion global GDP growth forecast for AI by 2030.

13F filings reveal Druckenmiller's contrarian approach to the AI boom that has dominated capital flows since 2021. While maintaining exposure to the sector, the billionaire appears to be rotating out of high-profile names toward specialized opportunities. The transactions occurred against a backdrop of tempered institutional enthusiasm compared to Wall Street's exuberant AI projections.