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smartest money managersThe Motley Fool
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Stanley Druckenmiller dumped one of Wall Street's hottest AI stocks with a seemingly impenetrable moat in favor of another scorching-hot AI company.
Palantir Technologies ( NASDAQ : PLTR ) has soared by 335% on a year-to-date basis.
Duquesne Family Office's top-10 positions have only been held for an average of two quarters , while all 75 holdings as of the end of September have been held.
In fiscal 2024 , Broadcom recorded $12.2 billion in AI sales, representing 220% year-on-year growth.
CEO Hock Tan believes the company's three biggest customers could spend between $60 billion and $90 billion on customized AI-application-specific integrated circuit ( ASIC ) chips.
Broadcom is a diversified tech company that could, in theory, navigate a potential AI bubble better.
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