DRUCKENMILLER 13F DROP 1) Druck sold memory stocks before the July semiconductor crash. He exited $MU $AVGO $BE $NET $SNDK $LITE Extremely well timed. 2) He rotated into cloud businesses like $AMZN and $GOOGL We agree, these names got way too cheap. 3) He invested in datacenter storage name $STX . We prefer $WDC. Same theme. Data storage does not have the same DRAM or HBM pricing volatility risk. 3) He bought $FOXA. We picked this up 2 weeks ago when it sold off after $ROKU acquisition news. Was sub 10x forward PE, and their earnings will grow sharply as we see WorldCup hit and Mid Terms and a Presidential $15 Bn+ election spend. 4) He bought cybersecurity names. These are a bit pricey, but they are one of the few areas that have maintained momentum. 5) Interestingly,
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