Stanley Druckenmiller ditched these chip plays before the selloff. Here’s how he’s playing the tech sector now.
THE SO WHAT
When macro funds rotate out of specific chip names after a run-up, it’s a reminder that AI infra exposure is now a timing and concentration risk, not just a growth story. Operators with heavy dependency on a narrow set of GPU vendors should map that financial cyclicality into their own capex and pricing assumptions.
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