Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him

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Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Habib Ur Rehman Tue, September 8, 2026 at 4:00 PM PDT 3 min read GOOG MU Micron Technology, Inc. (NASDAQ: MU ) and Alphabet Inc. (NASDAQ: GOOGL ) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey's tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet's Class A shares attracted 275 holders versus 265. Against that broader historical backdrop, Stanley Druckenmiller's Duquesne Family Office moved in different directions. Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him Its March 31 filing listed 23,400 Micron shares and no Alphabet position. The June 30 filing omitted Micron and listed 336,300 Alphabet Class A shares. The comparison establishes the quarter-end changes, not exact trade dates, a direct transfer of proceeds or...

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