Published • loading... • Updated
David Tepper's 3 Biggest Bets in The Second Quarter: Buy, Sell or Hold?
Appaloosa cut Micron by 41% after its shares more than tripled, while Tepper added 322,500 TSMC shares for a sixth straight quarter.
Summary by 24/7 Wall St.
3 Articles
3 Articles
David Tepper's 3 Biggest Bets in The Second Quarter: Buy, Sell or Hold?
Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.
·Lakewood, United States
Read Full Article
David Tepper Reshuffles Portfolio: Alibaba Trimmed, SanDisk Sold, Amazon and CoreWeave Added
TLDR Appaloosa Management trimmed Alibaba by 12% and fully exited JD.com, PDD Holdings, and the KWEB ETF Tepper increased his Baidu stake by 14%, showing selective China exposure rather than a full exit He sold all SanDisk shares after a 591% run and trimmed Micron and AMD positions Amazon became...
Coverage Details
Total News Sources3
Leaning Left1Leaning Right0Center1Last UpdatedBias Distribution50% Left, 50% Center
Bias Distribution
- 50% of the sources lean Left, 50% of the sources are Center
50% Center
L 50%
C 50%
Factuality
To view factuality data please Upgrade to Premium
