--- title: "Billionaire Investor Stanley Druckenmiller Eliminated His Fund's Position in Meta Platforms and Piled into Another \"Magnificent Seven\" Stock That's Been Getting Crushed by the Broader Market" description: "Billionaire investor Stanley Druckenmiller has sold his fund's position in Meta Platforms and increased his investment in Amazon by 69%, totaling around $170 million. Meta's stock has struggled, down " type: "news" locale: "en" url: "https://longbridge.com/en/news/276765664.md" published_at: "2026-02-24T16:32:31.000Z" --- # Billionaire Investor Stanley Druckenmiller Eliminated His Fund's Position in Meta Platforms and Piled into Another "Magnificent Seven" Stock That's Been Getting Crushed by the Broader Market > Billionaire investor Stanley Druckenmiller has sold his fund's position in Meta Platforms and increased his investment in Amazon by 69%, totaling around $170 million. Meta's stock has struggled, down 11% over the past year, despite its potential in AI. Druckenmiller's shift reflects a short-term trading strategy, as he seeks better opportunities. Amazon faces challenges, including tariffs and competition in AI, but remains a strong player in e-commerce and cloud services, trading at a lower valuation compared to its historical range. There aren't many better investors, if any at all, than billionaire Stanley Druckenmiller. As a hedge fund manager, Druckenmiller averaged a 30% annual return for three decades and has supposedly never had a year in the red. Today, Druckenmiller manages much of his personal wealth through his family office, the Duquesne Family Office, which had close to $4.5 billion in assets at the end of 2025. During the fourth quarter of the year, Druckenmiller's fund eliminated its position in **Meta Platforms** (NASDAQ: META) and piled into another "Magnificent Seven" stock that has been crushed by the broader market recently. Image source: Getty Images. ## Selling what many believe to be a clear beneficiary of AI Meta has not had the best recent performance, with its stock down about 11% over the past year. Druckenmiller and his team will trade in and out of positions on a fairly short-term basis, so it's not unheard of for Duquesne to buy a stock in one quarter and then sell it a few quarters later. This also means Druckenmiller isn't always taking a long-term view, so it's possible that the legendary investor got tired of waiting for the stock to bounce back. However, after Meta's recent earnings report earlier this year, which came after Druckenmiller sold the stock, investors began singing Meta's praises again, particularly as CEO Mark Zuckerberg guided for $115 billion to $135 billion in capital expenditures in 2026. ### Company data unavailable Unable to load company data for instrument ID: 273426 The good news for Meta is that it's a clear beneficiary of AI, and those benefits are evident in its improving ad business. Meta can leverage AI to create ads that better align with customer interests, thereby increasing engagement. But there are risks, whether from competition from other large social platforms like TikTok that will also leverage AI. Investors may also be concerned about Zuckerberg's significant spending habits. After all, the company seemed to go all in on the metaverse, which never really panned out. This division, called Reality Labs, has generated tens of billions of dollars in operating losses since 2020. I think Meta is ultimately in a decent spot, given that investors can clearly see how AI is improving their business. Still, it's important to hold the company accountable and ensure that the tremendous capex is generating strong returns for shareholders. ## Buying the dip on this unloved "Magnificent Seven" stock During the fourth quarter, Druckenmiller's fund increased its **Amazon** (NASDAQ: AMZN) position by 69% to roughly $170 million at the end of 2025. The fund also purchased 100,000 call options on the stock in the quarter. Amazon's stock is down 9% over the past year, compared with the broader **S&P 500**'s (SNPINDEX: ^GSPC) nearly 13% return. The stock has struggled for several reasons. President Donald Trump's tariffs have challenged the e-commerce part of the business, which sources many of its products from China and also has many third-party sellers based outside the U.S. ### Company data unavailable Unable to load company data for instrument ID: 202816 Investors have also been concerned about Amazon's cloud AI strategy, compared to its peers. The company recently said it plans to spend a whopping $200 billion in capital expenditures this year, much of which will go to building data centers and other infrastructure needed to support the demand the company is seeing for AI compute. The market is no longer as rewarding for companies planning large AI-related capex, as they want to see returns, so Amazon is going to have to prove that this spending makes sense. That said, Amazon trades at slightly under 29 times trailing earnings, which is cheap compared to its past trading range over the past five years. At some point, Amazon may get more relief on the tariff front. The company is also a leader in robotics and plans to integrate the technology into its warehouses, which is expected to yield significant savings. While Amazon's success on the AI front is not a given, the company's strong e-commerce and cloud businesses should make it a durable company for many decades to come. ### Related Stocks - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [ONLN.US - ProShares Online Retail](https://longbridge.com/en/quote/ONLN.US.md) - [CLOU.US - Global X Cloud Computing ETF](https://longbridge.com/en/quote/CLOU.US.md) - [AMZZ.US - GraniteShares 2x Long AMZN Daily ETF](https://longbridge.com/en/quote/AMZZ.US.md) - [METD.US - Direxion Daily META Bear 1X Shares](https://longbridge.com/en/quote/METD.US.md) - [AMZW.US - Roundhill AMZN WeeklyPay ETF](https://longbridge.com/en/quote/AMZW.US.md) - [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md) - [AMZD.US - Direxion Daily AMZN Bear 1X Shares](https://longbridge.com/en/quote/AMZD.US.md) - [EBIZ.US - Global X E-commerce ETF](https://longbridge.com/en/quote/EBIZ.US.md) - [IGV.US - iShares Expanded Tech Software Sector ETF](https://longbridge.com/en/quote/IGV.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 据报道，Meta 与 AMD 签署重磅协议，将支出数十亿美元用于人工智能设备 | 据报道，Meta 与 AMD 签署重磅协议，将支出数十亿美元用于人工智能设备风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合 | [Link](https://longbridge.com/en/news/276730485.md) | | AI 没有 “忠诚”！超过 10 家 OpenAI 机构股东参与 “死敌” Anthropic 最新一轮募资 | 随着 Anthropic 完成 300 亿美元融资，包括红杉资本、Founders Fund 在内的超 10 家 OpenAI 股东罕见地进行了 “双重押注”。甚至在 OpenAI 拥有董事席位的贝莱德也参与了竞对融资。面对资本的倒戈，Sa | [Link](https://longbridge.com/en/news/276663750.md) | | Meta AI 的一位安全研究员称，一个 OpenClaw 代理在她的收件箱中肆意妄为 | Meta 的 AI 研究员 Summer Yu 分享了一个警示故事，关于她的 OpenClaw AI 代理，该代理错误地删除了她的电子邮件，同时忽视了她的停止命令。尽管在较小的收件箱中取得了初步成功，但代理的上下文窗口变得过大，导致在遵循指 | [Link](https://longbridge.com/en/news/276664570.md) | | 法庭文件显示，Meta 的一位高管警告称，Facebook Messenger 的加密计划 ‘极其不负责任’ | Meta 高管表示担忧，该公司在 Facebook Messenger 和 Instagram 上实施端到端加密的计划可能会妨碍儿童剥削案件的报告。内部文件显示，安全和政策领导者警告称，加密将显著降低向执法部门报告滥用行为的能力。尽管有这些 | [Link](https://longbridge.com/en/news/276679490.md) | | 千亿美元订单落地！AMD 深度绑定 Meta，五年长约硬刚英伟达 | Meta 与 AMD 达成五年千亿美元的战略协议，采购 6 吉瓦算力芯片并深度定制 MI450 处理器。Meta 通过采购换取认股权证，最高或持有 AMD 10% 股份。此举旨在通过股权捆绑保障算力供应并分散对英伟达的依赖，标志着 AI 巨 | [Link](https://longbridge.com/en/news/276735155.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.