Dear Diary,
Today marks Day 42 of my “enlightened investor” phase. Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. But let’s talk about real money-specifically, how billionaires like Stanley Druckenmiller pretend they’re not just flipping cards in a high-stakes poker game with the global economy.
Earnings season: that magical time when analysts dress up corporate earnings reports like they’re uncovering the Dead Sea Scrolls. But between you and me, the real circus is the 13F filings. Why? Because watching billionaires dump stocks is like watching a buffet close-suddenly everyone’s “full,” but someone’s definitely hiding heartburn.
Stanley Druckenmiller, Duquesne Family Office’s $1.5B “genius,” decided to offload his Nvidia and Palantir stakes. Classic. These were the AI darlings everyone pretended to understand while Googling “neural networks” at 3 a.m. Now he’s buying Sea Limited, a Singapore-based “growth story” that’s up 243% over two years. Translation: he’s either a visionary or late to the party. History will judge. I’ll judge at happy hour.
Why Selling AI Stocks Feels Like Canceling a Wedding
Let’s address the elephant in the room: AI is the Kardashians of investing. Everyone’s obsessed, but no one’s sure what it actually does. Nvidia’s GPUs? The Tesla of chips. Palantir’s “secret sauce” software? The Batcave’s IT department. But Druckenmiller, ever the pragmatist, probably read the room: “AI might be overhyped now, but underhyped long term.” In English: “I’m cashing out before the hype train derails.”
Numbers that made me snort coffee:
– Nvidia’s P/S ratio: 27 (a “discount” only if you’re drunk on FOMO)
– Palantir’s P/S ratio: 131 (a number so high, it’s basically performance art)
Pro Tip: When a stock’s valuation could collapse the space-time continuum, it’s time to ask, “Am I investing or gambling?” Spoiler: You’re gambling.
Sea Limited: The Phoenix That Learned Accounting
Sea Limited’s comeback? The financial equivalent of a rom-com makeover montage. Once a pandemic darling (remember when we all bought Pelotons and never used them?), now it’s “profitable” and growing sales by 20%. Its three segments-gaming, fintech, and e-commerce-are firing like a caffeinated barista.
But let’s not get mushy. Sea’s Garena division still relies on gamers paying $0.99 to unlock digital sword upgrades. Its fintech arm thrives in “underbanked” regions-read: countries where the ATM is still a novelty. And Shopee? It’s basically Amazon’s awkward cousin who finally learned how to fold laundry.
Things I Told Myself Before Buying Tech Stocks This Week:
1. “This time it’s different.” (It’s not.)
2. “I’ll hold forever.” (You’ll panic-sell at a 3 a.m. low.)
3. “Stanley Druckenmiller is my spirit animal.” (He’s a cat. You’re a goldfish.)
In conclusion: The market’s a zoo. AI’s the clown college. Sea’s the surprise intern who actually knows Excel. And me? I’ll be over here updating my résumé for that barista job. ☕️
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2025-10-21 11:19