Billionaire investor and legendary hedge fund manager Stanley Druckenmiller is pouring millions of dollars in four stocks that have more than tripled in value in under half a year.

According to SEC filings, Druckenmiller’s family office, Duquesne Family Office, invested approximately $68.15 million in the first quarter in four stocks that have each gone up by between 236% and 623% since the year started.

The four stocks are flash memory and data storage firm SanDisk (NASDAQ: SNDK), data storage company Seagate Technology Holdings (NASDAQ: STX), chip designer Arm Holdings (NASDAQ: ARM) and memory manufacturer Micron Technology (NASDAQ: MU).

SanDisk is trading at $1,716 at time of writing, up by 623% year-to-date. Seagate Technology Holdings is changing hands at $927, up by 236% since the year started.

Arm Holdings is trading at $402 at time of writing, up by 268% year-to-date. Micron Technology is exchanging at $1,064 at time of writing, up by 273% since the beginning of the year.

Amid the millions of dollars of investment in the semiconductor supply-chain stocks, Duquesne Family Office also dumped nearly $200 million worth of stocks in four Fortune 500 companies during the first quarter.

Specifically, Duquesne Family Office offloaded approximately $120.81 million in Google’s parent company Alphabet (NASDAQ: GOOG), $45.17 million in Delta Air Lines (NYSE: DAL), $24.17 million in Goldman Sachs (NYSE: GS) and $9.81 million in American Airlines (NASDAQ: AAL).

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Financial services titan Morgan Stanley is revealing alternative trading opportunities outside of the technology sector.

In a new interview with CNBC Television, Kathleen Entwistle, Morgan Stanley’s private wealth managing director and advisor, says the bank is diversifying its clients’ portfolios by putting money in energy, gold, and infrastructure.

“Anyone that’s been participating in the market is very happy at this moment. The question is, whether you can continue to find opportunities or not. and we do think there are opportunities there. You just have to be mindful and just a little bit careful about where you’re going…

Where are the opportunities, let’s say outside of the tech trade? A client says we want to diversify. We don’t want to be all in on chips and meta and all that.

We’re putting clients in real assets right now. So we’re also looking at energy infrastructure, things like that, the digital space. So I do think that’s an area that we can look at.”

Entwistle goes on to further clarify what she meant by noting that the bank is putting clients’ funds into “real assets.”

“When we think about real assets, we’re thinking about some of the things inside the market, certainly outside the market as well. but we like hedge funds.

We like, as you know, gold and silver and things like that. We like energy and different areas that will respond well in the kind of market that we’re in.”

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