📌 Stanley Druckenmiller – New Buys
ENTG, MSFT, WBD, C, XLF, QSR, SE, NU, U, CRS, GLW, GS, ILMN, AVGO, EWZ, HAS, OPCH, XPO, BAC, CHYM, VKTX, BWXT, TBBB, DHI, LEN, BLDR, ELVN, ESLT, TMO, DHR, CC
📌 Alex Sacerdote – New Buys
NLFX, SE, CPNG, TTMI, GLW, AFRM, SITM, FROG, INTU, CIEN, CHYM, SLAB, ENTG, SMCI, ALKT, HNGE
🔁 Overlap (Both Bought)
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ENTG
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GLW
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CHYM
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SE
These four are the common ground between Druckenmiller and Sacerdote’s fresh picks.
Here’s what you need to know:
🔹 Entegris (ENTG) – A critical supplier to the semiconductor industry. They provide advanced materials, filtration, and contamination-control systems that fabs like TSM and Intel rely on. As chip demand accelerates, Entegris is positioned as a behind-the-scenes winner.
🔹 Corning (GLW) – The glass & materials powerhouse. From Gorilla Glass in your phone to optical fiber powering 5G networks, Corning’s reach is everywhere. A pure play on the digital infrastructure build-out.
🔹 Chime Financial (CHYM) – The fintech neobank that IPO’d in June 2025. Fee-free banking, early paycheck access, and a strong brand with younger consumers. Morgan Stanley has an “Overweight” with ~$39 price target (20%+ upside). Still unprofitable, but growing fast.
🔹 Sea Ltd (SE) – Southeast Asia’s digital champion. Shopee dominates e-commerce, Garena runs gaming, and SeaMoney is pushing fintech adoption across emerging markets. 2024 revenue +29% YoY, and hedge fund sentiment remains very bullish.
👉 When two sharp investors with very different styles both circle the same names, it’s worth paying attention.
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