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But we saved everything 🙂.
Shay Boloor reports that Stanley Druckenmiller has fully exited his position in GOOGL last quarter. He has initiated new investments in AVGO at approximately $61 million, SNDK at about $24 million, INTC at $18 million, ARM at $16 million, NET at $11 million, and MU at $8 million.
Boloor has covered a range of notable market activity in recent stories. He recently observed that Polymarket assigns higher odds to Jesus returning this year than to Strategy surpassing earnings estimates. In a separate note, he reported on ServiceNow expanding its partnership with Microsoft by integrating unified enterprise AI controls via AI Control Tower and Agent 365 here.