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 …

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