Old Du’s Google move is textbook-level: he added 277% more to capture the full 50% upside, then promptly bailed out with a 28x P/E. Even if AI is hot again, he won’t stick around and fight.

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CoinNetwork
Billionaire sells $153 million worth of Google stock (GOOGL)
According to the latest 13F, Drunkenmiller sold 385,000 Class A letter shares, approximately $153 million, taking profits.
He previously increased his Google position to 277%, holding shares for over two quarters, with a gain of over 50%.
The current price is about 28 times forward-looking earnings, higher than 17 times a year ago, so he is exiting at an appropriate time.
Drunkenmiller previously stated that AI is overhyped, and despite Google's significant investments in AI, it may still impact the stock's outlook.
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