#441 Alpha Score 38.4

Stanley Druckenmiller

Founder, Duquesne Family Office
· tracked since May 2026
441
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 38.4
Calls 7 1 Posts tracked · 0.3/day
Calls
7d 7
30d 7
90d 7
Best Calls
000660.KS long +5.8%
COPPER long +5.2%
005930.KS long +2.1%
Worst Calls
TLT short -0.5%
GLD long -0.1%
Most Mentioned
COPPER ×1
GOLD ×1
TLT ×1
Recent Calls
YPF long 3 days ago
GLD long 3 days ago
COPPER long 3 days ago
Win Rate 71% Long 6 Short 1
Win Rate
7d —
30d —
90d —
Average Return +2.0% Long Return +2.4% Short Return -0.5%
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 24
$1940000.00
+5.8%
Korea memory stocks on supercycle
Druckenmiller is betting on the memory RAM supercycle via Korean leaders Samsung and SK Hynix. These companies dominate the market (50% combined) and are cheap at ~6-6.5x forward earnings. The upcoming US listing of SK Hynix could also add demand.
AI/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 24
$292750.00
+2.1%
Korea memory stocks on supercycle
Druckenmiller is betting on the memory RAM supercycle via Korean leaders Samsung and SK Hynix. These companies dominate the market (50% combined) and are cheap at ~6-6.5x forward earnings. The upcoming US listing of SK Hynix could also add demand.
AI/Semi
YOUTUBE
COPPER Copper Copper
Long
May 24
$83.35
+5.2%
Copper supply deficit, AI demand
Copper has a supply shortage (few new mines) and demand is rising from AI data centers, EVs, and electrification. He calls it the easiest trade he's seen. He buys copper futures or a diversified copper ETF.
Other
YOUTUBE
EWZ iShares ... iShares MSCI Brazil ETF
Long
May 24
$36.37
+0.2%
Brazil ETF on rate cuts thesis
Brazil is attractively valued with interest rates at 13% and inflation falling to 8.5%. Rate cuts ahead should drive a significant market rally. He bought a Brazil ETF to get broad exposure.
Macro
YOUTUBE
GLD SPDR Gold Shares SPDR Gold Shares
Long
May 24
$413.82
-0.1%
Gold on central bank buying
Gold is supported by central bank buying. He recommends a small allocation as a hedge, though the main thesis is copper.
Macro
YOUTUBE
TLT iShares ... iShares 20+ Year Tr...
Short
May 24
$84.68
-0.5%
Short bonds on AI productivity boom
Druckenmiller is short bonds because AI-driven productivity gains will create strong economic growth with disinflation, reducing the need for safe-haven bond demand. Higher growth and lower inflation are negative for bonds.
Macro
YOUTUBE
YPF YPF Soci... YPF Sociedad Anónima
Long
May 24
$47.99
+1.3%
IPF cheap on Vaca Muerta growth
IPF (YPF) owns the Vaca Muerta shale assets, one of the largest gas/oil fields in the Americas. Production and earnings should double over 5 years with $130B investment from US consortium. Argentina risk has plunged (country risk down 80% under Milei). At $70 oil, 4x+ benefit; at current $105, 8-10x earnings vs peers at 12-13x. This was his largest buy this quarter.
Energy
YOUTUBE
Showing 7 of 7 picks · sorted by mentions