Druckenmiller holds TBBB growing revenue 33% on consumer trade-down demand, and INSM whose BRINSUPRI drug hit $208M in its first full quarter.
YPF's shale oil output hit 205 kbbl/d, lifting costs fell 42%, and the VMOS export pipeline targets first oil in January 2027.
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Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline. Miss this map and you're paying retail for what he already owns.
The surprise anchor of the portfolio is BBB Foods (NYSE:TBBB), a $4.84 billion hard-discount grocer running the Tiendas 3B banner across Mexico. This is a countercyclical bet dressed up as a growth story: the weaker the Mexican consumer gets, the faster private-label discount stores capture wallet share. Druckenmiller is buying the pain trade.
The Q1 2026 numbers explain the conviction. Revenue grew 33.44% year-over-year to roughly Ps.22.86 billion, same-store sales advanced 16.0%, and the store base expanded to 3,469 units after 123 net openings in the quarter. CEO K. Anthony Hatoum framed it plainly: "Despite a soft consumer environment in Mexico, we achieved same-store sales (SSS) growth of 16.0% in 1Q26, underscoring the strength of our value proposition and increasing customer loyalty."
The model puts a base-case one-year target of $50.82, or 26.89% upside, with analysts split 75% bullish and zero bearish. The setup skews constructive. And the second name on Druckenmiller's list is a very different kind of asymmetric bet, where the launch curve is already vertical.
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Insmed (NASDAQ:INSM) is a rare-disease pharma whose newly launched bronchiectasis drug BRINSUPRI has turned into one of the fastest specialty-drug ramps of the decade. Druckenmiller is positioned for what happens when a first-in-class therapy meets a captive prescriber base with essentially no competition.
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