Stanley Druckenmiller Backs These 3 AI Infrastructure Stocks: Should You Follow?

Quick Read

• Broadcom (AVGO) guided 200% AI gross maturation for Q3, portion Micron (MU) posted 196% gross maturation and a 74% gross margin.

• Seagate already trades supra its $898 expert people aft surging 278% year-to-date, leaving the thinnest valuation cushion among Druckenmiller's 3 picks.

• Druckenmiller sized each 3 arsenic thematic vulnerability alternatively than halfway positions, validating the AI-infrastructure thesis portion leaving entry-price subject to idiosyncratic investors.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Broadcom didn't marque the cut. Grab the names FREE today.

Stanley Druckenmiller's Duquesne Family Office disclosed positions successful 3 AI-infrastructure semiconductor names, Broadcom (NASDAQ: AVGO), Micron Technology (NASDAQ: MU), and  Seagate Technology (NASDAQ: STX) successful its 13F for the 4th ended March 31, 2026, filed May 15, 2026. Per the disclosure, Broadcom is the largest presumption of the three, Seagate is next, and Micron is the smallest. These are sized arsenic thematic vulnerability alternatively than core, high-conviction positions.

The unifying thesis is straightforward: each furniture of the AI build-out, customized silicon, memory, and high-capacity storage, has been compounding gross and margins faster than the broader tech tape.

Broadcom: The Custom-Silicon Flywheel

Broadcom posted Q2 FY2026 gross of $22.19 billion, up 47.9% twelvemonth implicit year, with AI semiconductor gross of $10.80 billion, up 143%. CEO Hock Tan guided "semiconductor gross from AI to turn implicit 200 percent year-over-year to $16.0 billion" successful Q3.

Shares closed astir precocious astatine $380.15, against a Wall Street statement people of $523.84. The bull lawsuit is based connected hyperscaler ASIC wins positive the VMware annuity. For the carnivore case, a guardant P/E of 36x already prices successful the 200% AI maturation figure, and the banal is down 8.2% implicit the past month.

Seagate: AI Storage With a Margin Story

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Broadcom didn't marque the cut. Grab the names FREE today.

Seagate's Q3 FY2026 gross roseate 44.1% to $3.11 billion, with non-GAAP EPS of $4.10 and gross borderline expanding to 47.0% from 36.2%. CEO Dave Mosley framed it arsenic "a caller epoch of structural maturation arsenic AI applications amplify information creation," with HAMR-based Mozaic drives present qualified astatine immoderate of the world's largest unreality customers.

The bull lawsuit present hinges connected build-to-order visibility done mid-2026 and a nine-quarter borderline streak. On the different hand, shares are up 277.1% twelvemonth to day to $1,038.59, trading supra the expert people of $898.09, with a guardant P/E of 44x.