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Key PointsIn the fourth quarter, billionaire Stanley Druckenmiller sold his position in Sandisk and more than tripled his stake in Google-parent Alpha
Key PointsIn the fourth quarter, billionaire Stanley Druckenmiller sold his position in Sandisk and more than tripled his stake in Google-parent Alphabet.Sandisk is gaining market share in NAND flash memory and Wall Street expects adjusted earnings to increase at 73% annually through fiscal 2029.Alphabet has successfully adapted to the generative AI search era, and it is gaining market share in cloud services because of proprietary models and custom chips.10 stocks we like better than Sandisk โบ
