The Story
News Summary
- David Tepper's Appaloosa Management cut its Micron Technology stake by 41.4% in Q2 while raising Taiwan Semiconductor holdings for a sixth consecutive quarter.
- The portfolio shift reflects a strategic preference for TSMC's diversified foundry durability over cyclical high-bandwidth memory exposure as AI demand expands.
Explore AMD price history & advisor snapshot
These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.
Stored market data
AMD price history
516.13
+140.00% over the displayed period
Advisor Snapshot
Unlock Member-Only Insights
Reserved for TradingNews24 members. Log in or create a free account to access market signals and exclusive tools.