Billionaire Stanley Druckenmiller Sold 88% of Duquesne's Nvidia Stock and Is Buying a Supercharged Growth Stock Up 290% in 5 Years

Group 1: Nvidia - Nvidia dominates the data center GPU market, accounting for 98% of shipments in 2023 and holding a 90% market share in AI chips [2] - The company reported a 122% revenue increase to $30 billion in Q2 fiscal 2025, driven by AI hardware and software demand, with non-GAAP net income rising 152$0.68 per diluted share [3] - Analysts expect Nvidia's adjusted earnings to grow by 54% over the next year, making its current valuation of 65x adjusted earnings reasonable [3] Group 2: MercadoLibre - MercadoLibre is the largest e-commerce marketplace in Latin America, projected to account for 29% of online retail sales in the region in 2024, an increase from 2023 [4] - The company reported a 41% revenue increase to $5 billion in Q2, with GAAP earnings soaring 103$10.48 per diluted share, and a net profit margin reaching an eight-year high of 10.5% [4][5] - Analysts expect MercadoLibre's earnings to increase by 56% over the next year, with a current valuation of 75x earnings considered fair [5]