๐ Stanley Druckenmiller โ 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
๐ Alex Sacerdote โ New Buys
NLFX, SE, CPNG, TTMI, GLW, AFRM, SITM, FROG, INTU, CIEN, CHYM, SLAB, ENTG, SMCI, ALKT, HNGE
๐ 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 Sacerdoteโs fresh picks.
Hereโs what you need to know:
๐น Entegris (ENTG) โ 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.
๐น Corning (GLW) โ The glass & materials powerhouse. From Gorilla Glass in your phone to optical fiber powering 5G networks, Corningโs reach is everywhere. A pure play on the digital infrastructure build-out.
๐น Chime Financial (CHYM) โ The fintech neobank that IPOโd in June 2025. Fee-free banking, early paycheck access, and a strong brand with younger consumers. Morgan Stanley has an โOverweightโ with ~$39 price target (20%+ upside). Still unprofitable, but growing fast.
๐น Sea Ltd (SE) โ Southeast Asiaโs 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.
๐ When two sharp investors with very different styles both circle the same names, itโs worth paying attention.
If you want to stay ahead of the tape with hedge fund tracking, swing trade setups, and institutional-grade market insights, head over to ๐ frank-zorrilla.com.
Thatโs where I share deeper research and strategies designed to help you navigate the markets like a pro.