DAVID TEPPER JUST DOUBLED HIS AMAZON POSITION AND EXITED EVERY US AIRLINE Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Amazon $AMZN: $900M (+98% shares) 🥈 Micron $MU: $562M 🥉 Alphabet $GOOG: $497M 4. Uber $UBER: $456M (+242% shares) 5. Taiwan Semiconductor $TSM: $449M 6. Alibaba $BABA: $435M 7. Vistra $VST: $304M (+114% shares) 8. iShares MSCI South Korea $EWY: $295M 9. NVIDIA $NVDA: $257M 10. NRG Energy $NRG: $253M New positions: - Sandisk $SNDK: $179M Biggest adds: - Uber $UBER: +242% shares - Vistra $VST: +114% - Amazon $AMZN: +98% - iShares South Korea $EWY: +28% - Baidu $BIDU: +20% - Taiwan Semiconductor $TSM: +18% - Micron $MU: +11% Biggest trims: - Deutsche Bank: -92% shares - Microsoft $MSFT: -82% - KraneShares China Internet $KWEB: -77% - $JD: -69% - Qualcomm $QCOM: -56% - UnitedHealth $UNH: -55% - Whirlpool $WHR: -50% - PDD Holdings: -49% - Alibaba $BABA: -33% - L3Harris $LHX: -33% - AMD $AMD: -32% - RTX $RTX: -32% Full exits: - American Airlines $AAL: $217M - Owens Corning $OC: $106M - Mohawk Industries $MHK: $74M - Micron $MU calls: $71M - IQVIA $IQV: $63M - United Airlines $UAL: $52M - iShares China Large-Cap $FXI: $42M - Delta Airlines $DAL: $33M - Goodyear $GT: $22M The rotation: out of US airlines, China internet, and select industrials. Into Amazon, Uber, Vistra, and South Korea.

Exciting news - GPT-Image-2 by @OpenAI has claimed the #1# spot across all Image Arena leaderboards! A clean sweep with a record-breaking +242 point lead in Text-to-Image - the largest gap we’ve seen to date. - #1# Text-to-Image (1512), +242 over #2# (Nano-banana-2 with web-search aka gemini-3.1-flash-image) - #1# Single-Image Edit (1513), +125 over #2# (Nano-banana-pro aka gemini-3-pro-image) - #1# Multi-Image Edit (1464), +90 over #2# (Nano-banana-2) No model has dominated Image Arena with margins this wide. Huge congratulations to @OpenAI on this major breakthrough in image generation! More performance breakdowns by category in the thread below.

1892 Polling | 5/12-5/14 LV Michigan Governor Republican primary 2026 🟥John James 24% (-2) 🟥Perry Johnson 23% (+2) 🟥Mike Cox 7% (+1) 🟥Aric Nesbitt 7% (+3) Undceided 38% (-4) (Change from March 2026) (Perry Johnson internal) Link to poll:

👀 #SMIC# saw smartphone-related revenue share fall to 18.9% in Q1, down from 24.2% a year earlier and the lowest since 2021. Are memory headwinds hitting China’s top foundry? 💡More: 🔗