Key Points
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Druckenmiller admitted that selling Nvidia was a “big mistake”.
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He actively traded Broadcom from 2023 to 2025.
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He recently bought Broadcom again, but it’s unclear if it’s a long-term investment.
Stanley Druckenmiller, founder of Duquesne Family Office, sold his entire position in Nvidia (NASDAQ: NVDA) in mid-to-late 2024 for an average price of $73.50 after initially buying shares at $22-24 in late 2022. Today, Nvidia trades around $190, meaning his investment would be worth $1.7 billion instead of the $655 million he realized upon selling, which he now calls a “big mistake.”
In the first quarter of 2026, Druckenmiller initiated a new position by buying 196,000 shares of Broadcom (NASDAQ: AVGO) for an average price of $330, while the stock currently trades at approximately $365. Broadcom’s sales of AI chips surged 65% to $20 billion in fiscal 2025 and are projected to exceed $100 billion by fiscal 2027.
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