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▶ 11:52 · $NVDA · Druckenmiller bought Nvidia early on AI thesis but sold at $800-900 as valuation exceeded $2T

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$US10Y···bearish· high· posstan druckenmiller

Druckenmiller short 10-year Treasuries at 25% NAV betting on inflation resurgence and failed auction risk

Shorting 10-year Treasury equivalents (25% of NAV) because Fed cutting 50bps into tight financial conditions, gold highs, roaring equities, and 7% deficit at full employment risks…

$NVDA···neutral· mediumstan druckenmiller

Druckenmiller bought Nvidia early on AI thesis but sold at $800-900 as valuation exceeded $2T

Bought Nvidia as picks-and-shovels AI play after young analysts flagged engineer shift from crypto to AI; sold when market cap surpassed $2T viewing it as cyclical semiconductor a…

$LLY···bullish· mediumstan druckenmiller

Druckenmiller profited from Eli Lilly's GLP-1 obesity drugs viewing it as razor-blade recurring revenue model

Identified anti-obesity drugs early as structural winner because American consumers want weight loss without effort and must stay on drug indefinitely to maintain results, creatin…

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