David Tepper initiated a $179M position in $SNDK last quarter. He’s one of the most successful macro-driven hedge fund managers alive and made billions buying distressed credit during the financial crisis.

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.

BILLIONAIRE DAVID TEPPER RECENTLY INCREASED HIS $AMZN HOLDINGS HE HOLDS OVER 4.3M SHARES, WHICH ARE NOW WORTH $1.17 BILLION ON FRIDAY, AMAZON PUMPED 16%, ITS BIGGEST ONE-DAY GAIN SINCE 2021 THIS MAN DEFINITELY KNOWS SOMETHING!!

🚨TOM LEE: KOREA STOCKS NEARING THE BOTTOM! Fundstrat’s Tom Lee says South Korea’s market is likely in the final stages of bottoming after policymakers showed clear “panic.” He points to the emergency financial authorities meeting held amid the KOSPI rout. Lee cites legendary fund manager David Tepper: “Markets stop panicking when policymakers start panicking.”

Bank of America and Carolina Panthers have extended the naming rights for Bank of America Stadium, continuing one of NFL’s longest-standing naming rights partnerships. As part of the announcement, Tepper Sports & Entertainment released new renderings that provide the clearest look yet at the future of the stadium.