Investment legend Druckenmiller bought Chinese concept stocks for the first time in two years, significantly increasing his positions in Amazon and AMD while clearing out holdings in Broadcom, Intel, and Micron.

Druckenmiller purchased 88,000 shares of Baidu in the second quarter; expanded his Amazon holdings by over 1,000% and more than doubled the size of his Amazon call options; established a new position in Alphabet and added call option positions in Meta Platforms and Tesla; liquidated all holdings in three semiconductor giants—Broadcom, Intel, and Micron—to pivot towards bets on AMD and Taiwan Semiconductor.

wallstreetcnAug 17 16:48

Zhitong HK Stock Investment Log | August 18

HK Stock Investment Log | August 18, 2026

Zhitong Finance00:00

Baidu Heads Into Q2 Earnings: Wall Street Is Watching AI, Ads, and Margins

Seeking AlphaAug 17 22:22

Fed Minutes, Retailer Earnings: What to Watch This Week -- WSJ

WSJAug 17 16:03

Baidu Likely to Post Sharp Declines in 2Q Profit -- Earnings Preview

WSJAug 17 15:55

A Major Shift? Wall Street Titans Begin Buying Chinese Assets!

After more than two years, we have returned.

Gelonghui FinanceAug 17 15:45