In this article, we will discuss the 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Please visit the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller, if you would like to see the extended list and the methodology behind it.
5. NewAmsterdam Pharma (NASDAQ:NAMS)
Druckenmiller’s Stake: $98,275,000
Druckenmiller likes asymmetric bets where he can risk a small position for potentially large upside. NAMS falls in this category. It’s a Netherlands-based biotech developing obicetrapib, an oral drug designed to lower bad cholesterol. The product is targeted towards people who are not able to reach target levels even after taking standard treatments like statins.
A lot of patients with cardiovascular disease or high cholesterol are still not able to reach LDL targets even with existing therapies, which creates a large unmet medical need for an easy-to-take oral option.
If approved, it could become a widely used add-on therapy with global demand; if it fails in key outcome trials or regulatory review, the downside is significant because there is little diversification in the pipeline.
TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) in its fourth quarter 2025 investor letter:
“Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that command premium pricing, or specialized service providers. Shares in the biopharma developer of cholesterol inhibitors for cardiovascular diseases, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS), rose by 23%. Indications were strongly positive for the upcoming trial results for its CETP inhibitor to reduce LDL levels.”
4. Alcoa (NYSE:AA)
Druckenmiller’s Stake: $99,057,000
Alcoa (NYSE:AA) is in the spotlight amid rising aluminum prices due to the ongoing Middle East conflict. Recently, UBS upgraded the stock and increased its price target. The firm believes supply disruptions cause aluminium prices to remain higher, which ultimately bodes well for Alcoa.
UBS aid Alcoa’s (NYSE:AA) valuation is attractive and highlighted its strong cash flow potential.
But the core thesis isn’t just about aluminium prices. Alcoa (NYSE:AA) has several secular growth catalysts. Aluminum is used in transportation, electricity infrastructure, construction, packaging, consumer durables, and machinery. Estimates suggest aluminum demand was estimated to rise by about 39% from 2020 through 2030. In the transportation sector, demand was estimated to jump a whopping 59%, thanks to the EV boom.
3. BBB Foods (NASDAQ:TBBB)
Druckenmiller’s Stake: $109,972,000
BBB Foods (NASDAQ:TBBB) is a Mexican discount grocery chain selling everyday household essentials to low- and middle-income customers.
It is growing fast because it focuses on basic groceries at lower prices, which becomes more attractive when inflation is high or consumer budgets are tight.
In Q1, revenue rose about 33% year over year, driven mainly by higher customer traffic and larger shopping baskets rather than price increases. BBB Foods (NASDAQ:TBBB) also opened 123 new stores, expanding its footprint across Mexico.
Investors see it as a structural growth story in an under-penetrated Mexican retail market, where modern discount chains are still taking share from small mom-and-pop stores.
It also has a defensive profile because people still buy food and essentials even in weak economies.
2. Insmed (NASDAQ:INSM)
Druckenmiller’s Stake: $188,717,000
Insmed (NASDAQ:INSM) makes treatments for serious lung diseases caused by chronic inflammation or infection. Its core products are Brinsupri (brensocatib) and Arikayce.
In 2025, Brinsupri generated about $144.6 million in Q4 sales, bringing full-year revenue to roughly $600+ million, reflecting very strong early launch growth. This represents around 67% year-over-year growth. For 2026, Insmed expects Brinsupri to hit about $1 billion in annual sales, driven by broader patient adoption.
Arikayce in 2025 generated about $433.8 million in full-year sales, up 19% year over year, and the company guided 2026 sales of $450–$470 million.
Insmed’s (NASDAQ:INSM) pipeline is also strong. One key candidate is TPIP (treprostinil inhalation powder), a treatment being developed for PAH (pulmonary arterial hypertension) and PH-ILD (pulmonary hypertension associated with interstitial lung disease). Some estimates suggest the product can potentially generate over $4 billion in peak annual sales.
Artisan Small Cap Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its fourth quarter 2025 investor letter:
“Our top contributors in Q4 were MACOM Technology Solutions, Insmed Incorporated (NASDAQ:INSM) and Vita Coco. Insmed is a biotechnology company focused on pulmonary diseases. We exited our position during the quarter due to market cap considerations, though the stock remained a top performer. Its strength was driven by the successful launch of Brinsupri™ (brensocatib), the first approved therapy for non-cystic fibrosis bronchiectasis, which generated $28 million in initial sales from roughly 2,500 patients and 1,700 prescribers, along with a robust pipeline of additional potential therapies.”
1. Natera (NASDAQ:NTRA)
Druckenmiller’s Stake: $612,691,000
Natera (NASDAQ:NTRA) develops genetic testing products used mainly in cancer detection, pregnancy screening, and organ health monitoring. Its key product is Signatera, a cancer testing platform that helps doctors monitor cancer recurrence.
Natera (NASDAQ:NTRA) says about 50% of oncologists are already ordering Signatera. In Q1, revenue rose about 38% year over year while test volumes jumped 18.5% year over year.
Some notable news for the stock includes FDA approvals like Signatera for bladder cancer, expanding Medicare reimbursement coverage, increasing adoption in international markets like Japan and expansion via acquisitions ( Foresight Diagnostics).
Baron Health Care Fund stated the following regarding Natera, Inc. (NASDAQ:NTRA) in its Q1 2026 investor letter:
“We reacquired shares of Natera, Inc. (NASDAQ:NTRA), a diagnostics company that provides testing services in the oncology, prenatal, and organ transplant settings. We are particularly excited about the promise of Natera’s Signatera minimal residual disease (MRD) tests, which account for half of the company’s revenues today and are the company’s key growth driver. Signatera tests for any evidence of cancer cell DNA in a patient’s blood and can be used to: 1) stratify patients and guide therapy decisions after surgical tumor removal; 2) monitor how patients respond to treatment; and 3) detect early cancer recurrence. Signatera is the leading test in the MRD category and has been proven to meaningfully affect patient outcomes in colorectal cancer, breast cancer, bladder cancer, and to monitor immunotherapy response. Natera continues to invest in clinical studies to prove Signatera’s clinical value in additional treatment settings. In particular, we expect Signatera growth to benefit from recently published/presented data in muscle-invasive bladder cancer and head and neck squamous cell carcinoma. We also anticipate Signatera to launch in Japan following reimbursement for colorectal cancer testing, which could drive significant growth in 2027 and beyond given the large patient population. Further, Natera continues to defend its leadership position by expanding its MRD test offerings, including launching their whole genome sequencing-based test and the tumor-naïve Latitude test. Overall, we think MRD testing can be a $20 billion market as oncologists continue to adopt these tests and as its clinical utility is proven in more settings, and we are bullish that Natera will continue to hold its leadership position.”
While we acknowledge the potential of NTRA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NTRA and that has 100x upside potential, check out our report about the cheapest AI stock.
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