Billionaire Stanley Drukenmiller, after leaving this giant AI last year, could return to it during correction Naddaq

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WITH S & P 500 and Nasdaq In the territory of correction, you may not feel very optimistic about investing. But now it’s actually a great time to buy shares because many are yesterday’s high way of today’s cheap offers. So, the market fall time is the perfect moment to enter a quality company with discount, and the next step is to hang in the long run.

And today, especially one billionaire investor, it can use this market moment. A billionaire Stanley Drukenmiller has a long success, bringing an average annual return of 30% over 30 years in Duquesne Capital Management without any year of money loss. He now manages $ 3.7 billion as head of the Duquesne family office.

But last fall, Drukenmiller said he was disappointed with one of his latest investment moves. He sold artificial intelligence supplies (AI) This has increased over 1,900% in the last five years – and has expressed interest in returning to the story of growth in the right estimate. Drukenmiller has probably noticed a significant drop in the price of this player in recent weeks. In my opinion, he may be buying this stock for favorable during correction with Nasdaq.

Picture source: Getty Images.

Drukenmiller holds a series of technological stocks in his portfolio and spoke favorably of AI, saying that he is a long -term believer in technology. So, he obviously wants to be involved in this high growth story. Still, last year, Drukenmiller Nvidia (NASDAQ: NVDA) And finally Closed the position In the third quarter. The investor originally bought his share of Nvidia in the fourth quarter of 2022, and during his portfolio increased about 700%. The reason for Drukenmiller’s procedures? He thought his assessment was too rich.

Last year, Nvidia traded for as many as 50 times the earnings of earnings in advance. But even if Nvidia traded at that level, Drukenmiller still felt that his move was a “big mistake”, he said in a Bloomberg interview, adding that he would consider buying shares according to the right estimate.

Since Nvidia shares have fallen 10% of the month, leaving the shares by tearing on 26 times with estimates of earnings forward, I believe that moment could be now. I would not be surprised if Drukenmiller took this opportunity to return to Nvidia, with the aim of using the next wave of growth.

It is important to remember that, although Nvidia’s revenues have grown in double and triple figures of the quarter after a quarter, the company is still in the early chapters of AI story. Nvidia Jensen Huang chief said it needed $ 1 trillion of outdated computers to adjust to accelerated computer science, leaving a lot of space to grow.

This construction is still going on, and Openi even announced the project to invest $ 500 billion over the next four years to continue adding AI infrastructure to the United States – and Nvidia was named a key partner. The AI market is also moving to the next phase: Apply AI in real situations through tools such as AI agents. This is a software that can reason through problems and apply solutions.

With its dominance on the AI chips market, a full portfolio of AI products and services, and focusing on innovation, Nvidia is well positioned to use AI growth phases. The company’s ability to make high profits in sales – with a gross margin that consistently outweighs 70% – shows that it can provide both growth and profitability.

Today’s economic and political winds can measure Nvidi in the short term, but the good news is that they do not change the long -term prospect of the company. Certain smart investors can recognize this, and one of them can be a drukenmiller.

Of course, we cannot be sure that the billionaire is currently buying Nvidia shares. Although he obviously loves his company, any shifts in the economy or AI landscape could change the mind of an investor. And we do not know exactly what level he currently considers reasonable for Nvidia.

But given the comments of the billionaire last year, the purchase of Nvidia is a reasonable opportunity at the moment. Whether Drukenmiller has made this move or not, at today’s levels, Nvidia still looks like a goal for investors aimed at entering the current and future AI winner.

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Adria Cimino There is no position in any of the shares mentioned. Motley Fool has positions and recommends Nvidia. Motley Fool has disclosure rules.

Opin: Biliana Stanley Drukenmiller, after leaving this Diva AI last year, could return during correction Naddaq originally published by Motley Fool

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