David Tepper's position in Advanced Micro Devices is currently worth $103M. That's 1.41% of their equity portfolio (15th largest holding). The first Advanced Micro Devices trade was made in Q2 2023. Since then David Tepper bought shares two more times and sold shares on eight occasions. The stake costed the investor $35.7M, netting the investor a gain of 190% so far.
Tepper has rotated out of Intel and Oracle into higher-growth AI infrastructure stocks. Appaloosa has started a new position in AMD and expanded its stake in...
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More than 30 years ago, the advent and proliferation of the internet represented a leap forward in growth potential for corporate America. Although it took y...