**Druckenmiller's latest moves refresh market perspectives**

Legendary fund manager Druckenmiller has significantly adjusted his portfolio over the past year: he sold all positions in NVIDIA, Palantir, and Eli Lilly, and made a large purchase of Alphabet and Meta.

The data makes it clear—this guy's logic is very clear. The three stocks that were liquidated have skyrocketed over the years (NVDA increased by 1000% in 3 years, PLTR increased by 2000%), and their valuations have hit a ceiling. Druckenmiller openly stated in an interview last year that "overvaluation" was the main reason for selling NVIDIA.

Although Alphabet and Meta are also tech giants, their PE valuations are 27 times and 22 times respectively - the cheapest among the seven giants. The key is that both companies are aggressively investing in AI: Meta is using AI to optimize recommendations and advertising effectiveness, while Alphabet's Google Cloud experienced a staggering 34% revenue increase last quarter.

**Core Logic**: Undervalued + AI Potential = A bargain opportunity in Druckenmiller's eyes. He manages $4 billion at Duquesne family office, with an average annual return of 30% over 30 years and has never lost money—such operations are worth paying attention to.

What do you think, should we follow or wait and see?