In this article, we will look at the 9 Best AI Stocks to Buy According to Billionaire Stanley Druckenmiller.
Stanley Druckenmiller, one of the most revered investors on Wall Street, has often quashed concerns that the artificial intelligence boom is overhyped. The founder and former chairman of Duquesne Capital was an early investor in artificial intelligence and capitalized on stocks with exposure to the burgeoning technology as it exploded.
In an Interview with CNBC, Druckenmiller is on record comparing the internet to the current AI revolution. The fact that the internet has grown significantly over the past 20 years underscores the tremendous potential for AI, affirming why investors should play a long-term game, according to the billionaire investor.
While maintaining that “AI might be a little overhyped now but under-hyped in the long term,” the legendary investor has significant exposure to AI, given the diversified nature of Duquesne Capital. Druckenmiller has been aggressive in buying and offloading stakes in AI plays. That was evident, as Duquesne Capital boasts an average holding time of less than seven months for its holdings.
Despite locking in profits in some Big AI plays, Druckenmiller has been building stakes in new plays. As AI gains broader applications beyond common names, Druckenmiller’s portfolio already signals where investors should be looking. The legendary investor has loaded up on stocks across various sectors that he believes are well-positioned to benefit from the long-term AI boom.
Stanley Druckenmiller of Duquesne Capital
Our Methodology
To compile the list of 9 Best AI Stocks to Buy According to Billionaire Stanley Druckenmiller, we scanned Duquesne Capital’s Q1 2025 13F filings. We settled on stocks with significant exposure to artificial intelligence and data centers. Additionally, we’ve also added overall hedge fund sentiment for each stock as of Q1 2025. Finally we ranked the stocks in ascending order based on Duquesne Capital’s equity stake.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Best AI Stocks to Buy According to Billionaire Stanley Druckenmiller
9. Tesla, Inc. (NASDAQ:TSLA)
Duquesne Capital Equity Stake: $4.88 Million
Number of Hedge Fund Holders: 104
Tesla, Inc. (NASDAQ:TSLA) is one of the best AI stocks to buy, according to billionaire Stanley Druckenmiller. On July 24, TD Cowen analyst Itay Michaeli reiterated a ‘Buy’ rating on the stock and a $374 price target.
The bullish stance comes as the analyst reiterates that the recent dip pullback has tilted the stock’s risk/reward favorably amid emerging new catalysts. The electric vehicle giant has already announced it has started building its more affordable model, with volume production planned for the second half of the year.
The company plans to ramp up production of the affordable model, having suffered a major blow with the signing into law of the One Big Beautiful bill Act. With the new bill, there will no longer be a $7,500 tax credit that was the catalyst behind Tesla ramping up sales of its high-end models. To mitigate the expiration of the tax credits, Tesla has also confirmed plans to ramp up production of its purpose-built robotaxi, starting in 2026.
Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, sells, and leases electric vehicles, as well as energy generation and storage systems. It also leverages artificial intelligence technology to train cars to drive themselves and create useful humanoid robots.
8. AppLovin Corporation (NASDAQ:APP)
Duquesne Capital Equity Stake: $10.65 Million
Number of Hedge Fund Holders: 96
AppLovin Corporation (NASDAQ:APP) is one of the best AI stocks to buy, according to billionaire Stanley Druckenmiller. On July 1, AppLovin Corporation announced the successful sale of its mobile gaming subsidiaries to Tripledot Group Holdings and its affiliates, with the deal officially closing on June 30, 2025.
The sale included $400 million in cash—paid directly after a last-minute agreement change—as well as Tripledot shares representing around 20% of its fully diluted equity. AppLovin subsidiaries Morocco, Inc. and AppLovin GmbH were part of the transaction, with Tripledot, Eton Games, and Tripledot Group Holdings listed as purchasers. The deal reinforces AppLovin’s strategic shift, as the company, headquartered in Palo Alto and listed on Nasdaq under APP, continues to focus on its core software business.
AppLovin Corporation (NASDAQ:APP) is a technology company that develops software to help businesses connect with their ideal customers and grow their audience. It provides solutions for mobile app marketing, monetization, and analytics. It also leverages AI to power its advertising and app monetization platform.
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