finance.yahoo.com Earnings
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake, targeting AI infrastructure layers that collect revenue regardless of which chipmaker wins. The most widely read finance newsletter on …