"Unlike crypto, I think AI is real... If [AI is] as big as I think it is, Nvidia is something we're going to want to own for at least two or three years. Not for 10 months,” the founder of Duquesne Family Office said.
"I actually think there is a very very real possibility and could be every bit as impactful as the internet literally going forward. And it could be a beautiful opportunity in a hard landing, just like in 01, 02 were a beautiful opportunity when the tech bubble burst, going forward for companies who have benefited from the internet, AI could be there... My firm has only been able to participate in AI by owning Nvidia and Microsoft"
https://www.zerohedge.com/markets/big-tech-bonds-bullion-battered-billionaire-druckenmiller-warns-more-shoes-drop