Billionaire Stanley Druckenmiller May Have Just Repeated His "Big Mistake" With Nvidia -- This Time With a Chip Stock That Rose 300% in the First Half of 2026

Stanley Druckenmiller's Duquesne Family Office exited its Micron Technology position in Q2 2026 after the stock surged over 300% in the first half of the year, driven by AI demand for memory chips. The move parallels his earlier premature exit from Nvidia, though the article argues memory's commoditized nature and valuation expansion timeframe justify taking profits differently than with Nvidia's durable competitive moat.