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Is Apple (AAPL) Stanley Druckenmiller’s Best AI Stock Pick?

Insider Monkey recently analyzed billionaire Druckenmiller’s latest Q1’2024 portfolio to see which AI stocks the billionaire was buying. Apple Inc (NASDAQ:AAPL) is part of the 10 Best AI stocks to Buy According to Billionaire Stanley Druckenmiller.

But the interesting question to answer is: Is Apple really the best AI pick of Druckenmiller?

Billionaire Stanley Druckenmiller surprised the market when he revealed a new take in Apple Inc (NASDAQ:AAPL) in his first quarter holdings data. Duquesne Capital bought a $19.6 million stake in Nvidia in the March quarter. After dumping Apple shares in the early 2011, Stanley Druckenmiller never took interest in the stock which remained one of the favorites of hedge funds throughout these years. But his latest move indicates the value investor is expecting a new bull run in Apple Inc (NASDAQ:AAPL) which is struggling to take off with its AI plans. Apple Inc (NASDAQ:AAPL) shares are down about 1% year to date. All eyes are now on Apple Inc’s (NASDAQ:AAPL) Worldwide Developers Conference as investors believe Apple Inc (NASDAQ:AAPL) will reveal some blockbuster AI plans in the event.

Does Apple Have Any AI Catalysts?

The closet Apple Inc (NASDAQ:AAPL) has come to any meaningful AI offering is its new plan to integrate ChatGPT in its iOS 18. Wedbush analyst Dan Ives, a notable Apple Inc (NASDAQ:AAPL) bull, called the possible deal between Apple Inc (NASDAQ:AAPL) and OpenAI a “golden goose” for Apple Inc (NASDAQ:AAPL) and Tim Cook. Ives reiterated a Buy rating on Apple Inc (NASDAQ:AAPL) stock with a $250 price target.

Risks Around Apple Stock

Apple Inc’s (NASDAQ:AAPL) list of risks is long. Apple Inc (NASDAQ:AAPL) has faced consecutive quarters of revenue declines as its iPhone business, Apple Inc’s (NASDAQ:AAPL) bread and butter so far, continues to face growth challenges amid rising competition in China and customers’ lack of enthusiasm to buy new iPhones. Major stakeholders like Warren Buffett are also starting to cut their stakes in Apple Inc (NASDAQ:AAPL). To turn things around when it comes to the stock price, Apple Inc (NASDAQ:AAPL) recently announced a historic a $110 billion stock buyback program. But that didn’t move the needle much for Apple Inc (NASDAQ:AAPL) shares.

Valuation and Comparison with Peers

Apple Inc (NASDAQ:AAPL) is trading at around 29 times earnings. Estimates suggest Apple Inc (NASDAQ:AAPL) expects to make $6.53 a share in FY2024 on about $385.8 billion in sales, while EPS in fiscal 2025 is expected to come in at $7.13. When compared to peers like Microsoft, which are growing at a much faster rate and have their AI roadmap all in place, Apple Inc (NASDAQ:AAPL) stock looks overvalued according to many analysts.

iPhone Demand Expected to Remain Weak

Unless Apple Inc (NASDAQ:AAPL) pulls a miracle or out-of-this-world innovation, iPhone demand isn’t expected to rebound anytime soon due to a plethora of competitors which are making cheaper but quality smartphones, and rising inflation which is hurting consumer buying power. KeyBanc Capital Markets recently said in a report that iPhone demand in April was also “soft.”

Insider Monkey’s database shows that 131 out of 933 elite money managers had stakes in Apple Inc (NASDAQ:AAPL), down from 134 funds in the prior quarter.

The London Company Large Cap Strategy stated the following regarding Apple Inc. (NASDAQ:AAPL) in its first quarter 2024 investor letter:

“Reduced: Apple Inc. (NASDAQ:AAPL) – Reduction reflects strong performance in 2023 and resulting elevated valuation. We believe the outlook for AAPL remains strong with slow growth in iPhone (now #1 global market share) and faster growth in the higher margin services business. R&D will continue to drive new products and AAPL now has over 2 billion installed devices around the world. While near term earnings expectations appear reasonable, we felt it was prudent to reduce the position size based on risks to valuation.”

Is Apple The Best AI Stock Pick of Stanley Druckenmiller?

Apple is not the best AI stock pick of billionaire Druckenmiller.

Apple ranked 4th in our list of Stanley Druckenmiller’s 10 Best AI Stock Picks. Click to see 3 AI Stocks in Druckenmiller Portfolio Better than Apple

Disclosure:None

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…