Stan Druckenmiller ditches AI hype for huge Korea, Japan, Brazil, and copper bets

Stan Druckenmiller’s current positions:

– LONG Korea + Japan (+ Brazil)
– LONG Copper (AI + tight supply)
– LONG Gold (geopolitics)
– SHORT Bonds

Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth. pic.twitter.com/P9GfIB97EP

— Geiger Capital (@Geiger_Capital) February 27, 2026

Druckenmiller once said, “Skate to where the puck is going, not where it's been.”

He is now long global equities, especially Korea, Japan and Brazil.

And global equities have just broken out of a 20 year downtrend.

Skate to where the puck is going.$EWZ $EWJ $EWY $EEM https://t.co/yHAmPgom7Y pic.twitter.com/mirWYGdJBH

— Oguz Erkan (@oguzerkan) February 28, 2026