Appaloosa

2 trends tracked about this subject — the full history, oldest to newest below.

◼ Archived Business 🔮 fades ✓

Billionaire David Tepper is resetting his AI portfolio, exiting memory stocks like SanDisk and shifting focus toward a more selective China strategy.

5 sources 5 articles v 3 72d ago

◼ Archived Business 🔮 fades ✓

David Tepper's Appaloosa Management shifted its portfolio in Q2, offloading AI memory stocks to increase positions in the Magnificent Seven.

2 sources 2 articles v 1 74d ago