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Billionaire Druckenmiller’s 10 Stocks Picks with Huge Upside Potential

In this piece, we will take a look at billionaire Druckenmiller’s 10 stocks picks with huge upside potential. If you want to skip our introduction to Mr. Druckenmiller in general, then head on over to Billionaire Druckenmiller’s 5 Stocks Picks with Huge Upside Potential.

Swelling government debt issuance and a hard landing for the US economy are some of the concerns keeping legendary investor Stan Druckenmiller on the edge heading into 2024. The US Federal Reserve hiking interest rates to one of the highest levels and insisting on keeping them higher for longer to curb inflationary pressures is also a significant point of concern for the billionaire investor.

Druckenmiller, the founder of Duquesne Capital, is maintaining a cautious approach to equity investments. At a Sohn Investment Conference in October, Druckenmiller touted slowing retail sales and turmoil in US regional banks as some of the reasons for caution. The investor is also wary of the unemployment rate rising above 5%, having notched to 3.9% in October

The billionaire investor fears that mistakes of the past years on monetary policy could come to haunt the US and lead to tough choices in the future. He is especially concerned about increased government spending that has risen to 25% of GDP even as the economy remains in a debt crisis.

Druckenmiller has already called out Treasury Secretary Janet Yellen for committing one of US history’s “biggest blunders” by failing to take advantage of the ultra-low interest rates era. Likewise, the US is finding itself in a big debt hole that is now up to more than $33 trillion on issuing debt in an environment of high-interest rates.

“When rates were practically zero, every Tom, Dick and Harry in the U.S. refinanced their mortgage… corporations extended [their debt],” he said. “Unfortunately, we had one entity that did not: the U.S. Treasury.”

The legendary investor who managed money for George Soros for more than a decade is predicting a hard landing for the US economy. He believes corporate profits, a critical driver of the upward momentum, could fall by between 20% and 30%. He also expects the real estate sector to come under pressure.

Stan Druckenmiller

Amid the gloom on the macroeconomics front, Druckenmiller believes there are some glimmers of opportunity in the stock market. Artificial intelligence adoption and development continue to give rise to unique investment opportunities on which the legendary investor maintains a close eye.

With an investment portfolio of $2.7 billion, Druckenmiller has made significant adjustments in line with the changing fundamentals. In the third quarter, he added dozens of new companies, taking advantage of a deep pullback as the overall market remained under pressure.

Some of the latest additions to his portfolio include Veeva Systems Inc. (NYSE:VEEV), Danaher Corporation (NYSE:DHR), and Western Digital Corporation (NASDAQ:WDC). Likewise, he exited some that he does not expect to perform amid the challenging environment, including Skechers U.S.A., Inc. (NYSE:SKX), Vornado Realty Trust (NYSE:VNO) and Tempur Sealy International, Inc. (NYSE:TPX).

Our Methodology

We scanned Duquesne Capital’s Q3 13F fillings and picked 10 stocks that have the highest upside potential from their current levels based on average analyst price targets.

Billionaire Druckenmiller’s Stocks Picks with Huge Upside Potential

10. KBR, Inc. (NYSE:KBR)

Duquesne Capital’s Equity Stake: $29.80 Million

Share Price Upside Potential: 31.18%

Number of Hedge Fund Holders: 49

KBR, Inc. (NYSE: KNR) stands out as a key industrial investment in Druckenmiller’s portfolio. The company focuses on delivering cutting-edge scientific technology and engineering solutions to both government entities and commercial clients. 

While KBR, Inc. (NYSE:KNR) has been highly volatile, it is up by about 2% for the year and rewards investors with a 1.02% dividend yield. It is rated as a Buy with a $69.67 price target, implying a 31.18% upside potential from current levels.

9. Compass, Inc. (NYSE:COMP)

Duquesne Capital’s Equity Stake: $1.16 Million

Share Price Upside Potential: 31.62%

Number of Hedge Fund Holders: 19 

Compass, Inc. (NYSE:COMP) is one of the billionaire Druckenmiller’s stock picks with tremendous upside potential with exposure in the real estate sector. Compass, Inc. (NYSE:COMP) provides real estate brokerage services while operating as a cloud-based platform for delivering an integrated software suite for customer relation management, marketing, and client service.

By the end of Q3 2023, 19 hedge funds out of the 910 tracked by Insider Monkey had bought the firm’s shares. Compass, Inc. (NYSE:COMP)’s most significant hedge fund investor among these is Richard Mashaal’s Rima Senvest Management through its $44.88 million stake.

8. Coupang, Inc. (NYSE:CPNG)

Duquesne Capital’s Equity Stake: $355.37 Million

Share Price Upside Potential: 38.48%

Number of Hedge Fund Holders: 55

Coupang, Inc. (NYSE:CPNG) is one of Druckenmiller’s top stock picks, operating as an internet retailer, owning and operating e-commerce businesses through mobile applications and internet websites in South Korea. Coupang, Inc. (NYSE:CPNG) sells various products and services in the home goods and décor products categories. It also deals in beauty products, fresh food, and groceries.

Coupang, Inc. (NYSE:CPNG) is up by about 2.1 % for the year and is rated as Buy by analysts on Wall Street with an average price target of $21.27, implying 38.48% upside potential. Duquesne Capital has held stakes in Coupang, Inc. (NYSE:CPNG) since 2021 and held shares worth $355.37 million as of Q3 2023, accounting for 12.75% of the portfolio.

7. NVIDIA Corporation (NASDAQ:NVDA)

Duquesne Capital’s Equity Stake: $380.47 Million

Share Price Upside Potential: 45.24%

Number of Hedge Fund Holders: 180

NVIDIA Corporation (NASDAQ:NVDA) remains Druckenmiller’s biggest holding in technology, offering exposure to the artificial intelligence frenzy. The company has been flying high amid growing demand for its graphics processing units used in supporting and powering AI innovation. NVIDIA Corporation (NASDAQ:NVDA)’s chips are also in high demand in gaming, data center, and automotive markets.

6. TKO Group Holdings, Inc. (NYSE:TKO)

Duquesne Capital’s Equity Stake: $5.17 Million

Share Price Upside Potential: 51.66%

Number of Hedge Fund Holders: 39

New York-based TKO Group Holdings, Inc. (NYSE:TKO) operates as a sports and entertainment company. The company produces live events, television programs, and long/short-form video content across various platforms. TKO Group Holdings, Inc. (NYSE:TKO) also merchandises video games, apparel equipment, trading cards, and digital goods.

While TKO Group Holdings, Inc. (NYSE:TKO) has come under pressure heading into yearend, it is still up by about 10% for the year. Analysts on Wall Street rate it as a ‘Buy’ with a $114.50 price target, implying 51.66% upside potential from current levels.

Here is what Baron Opportunity Fund said about TKO Group Holdings, Inc. (NYSE:TKO) in its Q3 2023 investor letter:

“We trimmed our investment in TKO Group Holdings, Inc. (NYSE:TKO) down to a position size we were more comfortable with because of uncertainties regarding the competitive environment in the mixed martial arts space and TV carriage deals in the wrestling vertical.”

Click to continue reading and see Billionaire Druckenmiller’s 5 Stocks Picks with Huge Upside Potential.

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Disclosure: None. Billionaire Druckenmiller’s 10 Stocks Picks with Huge Upside Potential is originally published on Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!