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Borsgade
In this interview with our Norwegian friends over at Norges Bank, Stanley Druckenmiller explains how he learned to bet (really) big when the odds are heavily in your favor and how he is using a strategy of invest and investigate. Both inspired by his old colleague George Soros.
He also explains how his investment in AI was sparked by younger analysts who noticed a shift in top engineering graduates moving from crypto to AI. Initially unaware of Nvidia’s potential in AI, Stanley purchased shares when the stock was down, and AI was gaining momentum. The release of ChatGPT further solidified his interest, leading him to explore AI’s broader implications for industries like power and uranium.
While optimistic about AI’s future, Stanley remains cautious about the timing and specific investment opportunities, likening the uncertainty to the early days of the internet when market leaders were not immediately obvious. He remains flexible and open to adapting his strategy as AI continues to develop.
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