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π ππππππππ ππππ: David Tepperβs Appaloosa Gains 32% in H1 on AI Memory Chip Bets - Bloomberg - $Micron Tech(MU.US)
π πππ² ππ’π π‘π₯π’π π‘ππ¬:β€ ππ©π©ππ₯π¨π¨π¬π πππ§ππ ππ¦ππ§π posted a ππ% gross return in H1 2026.β€ All gains were generated during ππ ππππ, according to Bloomberg.β€ Top winners included ππ’ππ«π¨π§, Samsung Electronics, SK Hynix, Kioxia, and Sandisk.β€ AI-driven demand for πππ and ππππ memory fueled the portfolio's performance.β€ Appaloosa maintained an average ππ% cash position despite strong returns.β€ Approximately ππ% of fund capital belongs to David Tepper and insiders.β€ Appaloosa gained nearly ππ% in 2024 and has delivered double-digit annual returns since 2021.β€ Investors are watching ππ’ππ«π¨π§'π¬ upcoming earnings for updates on HBM demand and supply.π ππ‘π² ππ ππππππ«π¬:β€ Reinforces institutional conviction in the ππ π¦ππ¦π¨π«π² investment theme.β€ Highlights continued strength in πππ and data-center infrastructure demand.β€ Tepper's large cash position suggests continued π¦πππ«π¨ caution despite bullish AI bets.
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