Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller's Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings.