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David Tepper's Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon
Tuesday, February 17, 2026 - 6:43pm | 484Read More...Billionaire David Tepper, founder of Appaloosa Management, aggressively took profits on Chinese tech and some Mag 7 mainstays while doubling down on a recovery play in the semiconductor sector. MU stock is moving. See the chart and price action here. The Big Bet on Micron Tepper's Appaloosa...
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GTA 6 Momentum Builds: Saudi PIF Moves Take-Two Stake To Gaming Subsidiary Ahead Of 2026 Launch
Tuesday, February 17, 2026 - 6:34pm | 436Read More...The Public Investment Fund revealed five stock holdings at the end of the fourth quarter, including a stake in Lucid Group (NASDAQ:LCID). A change to its stake in video game company Take-Two Interactive Software (NASDAQ:TTWO) could catch headlines. Public Investment Fund Portfolio Changes A new 13F...
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Bill Ackman Goes Magnificent Seven Shopping In Q4: Adds META, Increases AMZN, Decreases GOOGL
Tuesday, February 17, 2026 - 6:09pm | 932Read More...The Pershing Square Capital Management hedge fund, run by Bill Ackman, made several changes to its investment portfolio in the fourth quarter. A recent investor presentation unveiled the company's new stock position in Meta Platforms (NASDAQ:META). Here's a look at that new position and other...
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Buffett's Final Filing: Berkshire Initiates New York Times Stake, Slashes Amazon Position Before CEO Transition
Tuesday, February 17, 2026 - 5:53pm | 1260Read More...Legendary investor Warren Buffett recently stepped down as the CEO of Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) after decades leading the conglomerate. While he's not currently CEO, a 13F filing revealed Tuesday showed what his last quarter looked like in charge of the company. New Positions...
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Next Berkshire Hathaway Letter Comes Soon, And It Won't Be From Buffett
Tuesday, February 17, 2026 - 4:25pm | 741Read More...For years, the annual shareholder letter from Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) has been a must-read for investors, offering updates on the conglomerate and insights, advice and outlooks from legendary investor Warren Buffett. The company's first letter in the post-Buffett era is coming...
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Palantir's Moat Is Just 'Obstruction of Data Transfer' Michael Burry Says
Tuesday, February 17, 2026 - 1:33pm | 664Read More...Michael Burry's recent critique of Palantir Technologies, Inc. (NASDAQ:PLTR) strikes at the heart of the moat debate in the software industry. Burry, famous for his contrarian views, suggests that Palantir's competitive advantage is not necessarily its superior predictive modeling or its Gotham...
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Renaissance Loads Up on Netflix, Lam Research, ServiceNow — Smart Money Signals Shift
Thursday, February 12, 2026 - 12:04pm | 725Read More...Hedge fund giant Renaissance Group just made some aggressive portfolio moves — and the message is clear: streaming, AI infrastructure and enterprise software are where the smart money is leaning. Its latest 13F filing shows massive position increases in Netflix Inc (NASDAQ:NFLX), Lam Research Corp...
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Ackman Calls Meta 'One Of The World's Greatest Businesses,' Adds Stock Alongside Amazon, Alphabet
Wednesday, February 11, 2026 - 6:21pm | 778Read More...Bill Ackman is betting big on Magnificent Seven stocks once again, unveiling a new position in Meta Platforms (NASDAQ:META) in the Pershing Square Capital Management investment portfolio, alongside existing wagers on Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Amazon.com Inc (NASDAQ:AMZN). Ackman...
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World's Biggest Wealth Fund Just Snubbed Michael Burry's Palantir Warning
Wednesday, February 11, 2026 - 1:36pm | 546Read More...Michael Burry sees a cliff. Norway’s sovereign wealth fund sees a runway. While the "Big Short" investor has warned that Palantir Technologies Inc (NASDAQ:PLTR) could fall 58% based on a bearish Head & Shoulders pattern, the Nordic investment behemoth just did the opposite of panic — it...
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Is Michael Burry Accidentally Bullish On Bitcoin?
Thursday, February 5, 2026 - 11:50am | 501Read More...Michael Burry's latest two-word post — “$BTC Patterns” — came with a simple annotated chart and ignited a debate: was he flashing a warning, or quietly handing Bitcoin (CRYPTO: BTC) bulls a roadmap? The famed bubble-watcher has been bearish before, but the chart highlights near-...
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'Big Short' Is Long On Molina Healthcare Stock—Was He Big Wrong?
Tuesday, January 27, 2026 - 8:13pm | 600Read More...Michael Burry, the man who famously bet against the housing market, is no stranger to lonely trades. In late 2025, as health insurers faced a brutal landscape of rising medical costs and regulatory pressure, Burry made his move. In the third quarter of 2025, he liquidated his high-profile stake in...
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Buffett Bet Big On UnitedHealth Stock In Q2 — Now Berkshire Hathaway Could Be Down Billions
Tuesday, January 27, 2026 - 1:36pm | 772Read More...Warren Buffett's Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) disclosed a new stake in UnitedHealth Group (NYSE:UNH) in August, but after an initial rally, the stock has since fallen, putting the position underwater. Buffett's Berkshire Bets on UNH Stock A 13F filing from Berkshire Hathaway unveiled the...
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Ryan Cohen Is The Next Warren Buffett? Michael Burry Thinks So
Tuesday, January 27, 2026 - 1:30pm | 552Read More...Comparisons between Ryan Cohen and Warren Buffett have moved from the dark corners of Reddit to the center of mainstream financial discussions, fueled by Michael Burry's recent observations. Burry sees GameStop Corp. (NYSE:GME) as more than a struggling retailer— he sees a massive $4 billion war...
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Trump Just Shocked Medicare Stocks — Will Seth Klarman Seize This Moment?
Tuesday, January 27, 2026 - 12:55pm | 553Read More...The Medicare Advantage trade just got repriced—by Washington. Donald Trump‘s administration proposed 0.09% rate hike for Medicare Advantage plans in 2027, a fraction of Wall Street's 4%–6% expectations, triggering a sharp selloff across the sector. Stocks of managed-care giants like CVS...
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Warren Buffett's Investment Philosophy: 'Be Fearful When Others Are Greedy and be Greedy When Others Are Fearful'
Sunday, January 25, 2026 - 5:31pm | 369Read More...In the midst of widespread market anxiety, Warren Buffett wrote in a 2008 New York Times article that he was shifting his personal investments away from government bonds and into American stocks, citing long-term confidence in the strength and resilience of U.S. businesses. in his post, Buffett...
















