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anti-business administration to the opposite,” said Druckenmiller in a CNBC interview. "I’d say CEOs are somewhere between relieved and giddy. So we’re a believer in animal spirits."It didn't look like Druckenmiller would be right when stocks nosedived from February through early April because of harsher-than-expected tariffs. But Druckenmiller is far from a newbie. His been-there-done-that experience means he's seen plenty of political and economic turmoil, and it turns out his bullishness wasn't misplaced.The S&P 500 has rallied 35% since its April low, and red-hot technology stocks have been a major reason for the gains. Despite concerns that IT spending on AI infrastructure would stall this year, the opposite has happened. Seemingly, everyone is exploring AI, and spending has surged, taking related tech stocks higher.Still, worries persist. The market's rally has lifted valuations to levels that have drawn bubble comparisons to the dawn of the Internet. The bears argue that lofty valuations and a "buy anything AI" investor mentality mean a reckoning looms.Maybe so, but perhaps not yet. While Stanley Druckenmiller doesn't disclose his investing decisions in real time, his Duquesne family office is required to disclose holdings every quarter in a 13F filing with the Securities and Exchange Commission, or SEC. The most recent filing just hit the tape, and it suggests Druckenmiller doesn't think the AI bubble is popping yet.Druckenmiller is one of the most successful hedge fund managers of our time. His hedge fund, Duquesne Capital Management, managed $12 billion when he closed it to manage his own money. He's perhaps best known for “breaking the Bank of England” with famed investor George Soros in 1992, successfully shorting the British pound sterling and reportedly pocketing over $1 billion in profits.Cathie Wood sells $21.4 million of surging AI stocksVeteran fund manager sees quiet fuel for next AI rallyTop analyst calls ‘kick in the pants’ for S&P 500His family office, which boasts a portfolio valued at over $4 billion, took new stakes in tech giants Amazon (AMZN), Alphabet (GOOGL), and Meta Platforms (META).Amazon: 437,070 shares valued at roughly $95 million.Alphabet: 102,200 shares valued at about $25 million.Meta Platforms: 76,100 shares valued at approximately $56 million.Source: Whale Wisdom.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,734.11 -3.38 (-0.05%)Dow 3047,147.48 -309.72 (-0.65%)Nasdaq22,900.59 +30.19 (+0.13%)Russell 20002,388.23 +5.25 (+0.22%)VIX19.83 -0.17 (-0.85%)Gold4,094.20 -100.30 (-2.39%)PortfolioSign in to access your portfolioSign inTop gainersCDTX Cidara Therapeutics, Inc. 217.71 +111.72 (+105.41%)SRRK Scholar Rock Holding Corporation 37.41 +7.34 (+24.41%)AVDL Avadel Pharmaceuticals plc 23.56 +4.32 (+22.45%)LGN Legence Corp. 40.27 +6.95 (+20.86%)CSIQ Canadian Solar Inc. 33.58 +4.96 (+17.33%)Top losersDGNX Diginex Limited 10.53 -2.97 (-22.00%)STUB StubHub Holdings, Inc. 14.87 -3.95 (-20.99%)HTFL Heartflow, Inc. 27.98 -2.96 (-9.57%)EOSE Eos Energy Enterprises, Inc. 13.80 -1.40 (-9.24%)CLSK CleanSpark, Inc. 10.96 -1.02 (-8.51%)Most activeNVDA NVIDIA Corporation 190.17 +3.31 (+1.77%)ONDS Ondas Holdings Inc. 7.18 +0.62 (+9.45%)OPEN Opendoor Technologies Inc. 8.12 -0.44 (-5.14%)TSLA Tesla, Inc. 404.35 +2.36 (+0.59%)PFE Pfizer Inc. 25.06 -0.73 (-2.83%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 94,395.70 -1,198.38 (-1.25%)ETH-USD Ethereum USD 3,104.51 -79.47 (-2.50%)XRP-USD XRP USD 2.22 -0.03 (-1.20%)SOL-USD Solana USD 137.65 -3.23 (-2.29%)BTC-CAD Bitcoin CAD 132,352.20 -1,680.25 (-1.25%)Top economic events