Billionaire Stanley Druckenmiller Disposes of Palantir Shares, Now Increasing His Holdings in a Massive AI Corporation Worth a Trillion Dollars

In the dynamic world of tech investments, two notable moves have caught the attention of financial observers. Stanley Druckenmiller, the renowned billionaire boss of Duquesne Family Office, has made a significant investment in Broadcom, while simultaneously offloading his entire stake in Palantir Technologies.

Druckenmiller, known for his knack for spotting good deals, has purchased over 86,000 shares of Broadcom, worth nearly $24 million, as of the midpoint of 2025. This move comes as Broadcom continues to generate sales from segments outside of AI networking, including wireless chips and solutions for smartphones, enterprise cybersecurity, and industrial robotics and automobiles.

Conversely, Duquesne Family Office jettisoned its entire stake in Palantir Technologies between June 30, 2024, and March 31, 2025. This move comes amidst a period where no current or former executive or director of Palantir Technologies has made an insider purchase since becoming a publicly traded company in late September 2020, while over $7.6 billion in net stock has been sold.

Palantir Technologies, an AI-data mining specialist with popular software-as-a-service solutions like Gotham and Foundry, currently trades at $154.86, giving the company a market capitalization of $367 billion. However, the company's price-to-sales (P/S) ratio is significantly above historical norms, which could be a potential problem.

Broadcom, on the other hand, boasts a market cap of $1.4 trillion, and its forward price-to-earnings ratio is less than 20. The company's hardware is integral to the success of the AI revolution, connecting tens of thousands of graphics processing units in enterprise data centers to maximize compute capacity and reduce tail latency.

The six-week period known as earnings season is when the majority of S&P 500 companies report their operating results from the previous three-month period. During this period, Broadcom's stock price is currently $302.11, with a day's range of $296.44 to $304.45, and a 52-week range of $134.90 to $317.35. The average volume of Broadcom's shares is 20,336,371, and the gross margin is 61.72%. The dividend yield is 0.76%.

Broadcom's custom AI application-specific integrated circuits (ASICs) are a significant opportunity, with CEO Hock Tan believing they could drive $60 billion to $90 billion in revenue from three of its largest hyperscaler customers by 2027. If an AI bubble were to form and burst, Broadcom would have these other operating segments to fall back on.

It's worth noting that institutional investors with at least $100 million in assets under management, such as Duquesne Family Office, are required to file a 13F, providing details of which stocks they were buying and selling in the latest quarter. Over the trailing year (ended June 30, 2025), Duquesne Family Office completely exited its fund's stake in Palantir Technologies (PLTR). The average holding period of securities in Duquesne Family Office's investment portfolio (as of June 30, 2025) is less than seven months.

In a separate development, Druckenmiller reacquired a trillion-dollar AI company, Demand AI Group, in the second quarter of 2025.

These moves by Druckenmiller and Duquesne Family Office underscore the ongoing shifts in the tech investment landscape and the strategic decisions being made by some of the industry's most influential players.