WS #14099

From 486 msgs · 7 key-dev
Holding: newest synthesis is 82d 7h old

Appaloosa Management's Q2 13F shows new stakes in Coreweave and American Airlines, increases in Meta, Amazon, Alphabet, Uber, Baidu, and decreases in Micron, AMD, Qualcomm, Alibaba. Memory stocks (SanDisk, Micron) rally on AI demand and long-term agreements, with Appaloosa trimming Micron.

Hedge fund 13F positioning

Appaloosa Management's Q2 13F shows new stakes in Coreweave and American Airlines, increases in Meta, Amazon, Alphabet, Uber, Baidu, and decreases in Micron, AMD, Qualcomm, Alibaba.

Memory stocks (SanDisk, Micron) rally on AI demand and long-term agreements, with Appaloosa trimming Micron.

Full world state #14099 →