Back buying $NVDA but selling most chip and big tech stocks
Billionaire David Tepper's Portfolio Update
Back buying $NVIDIA Corp(NVDA)$ but selling most chip and big tech stocks. Also really likes ride-sharing.🤔
Buying: $Lyft, Inc.(LYFT)$ $NVIDIA Corp(NVDA)$ $JD.com(JD)$ $Uber(UBER)$
Selling: $Microsoft(MSFT)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$ $Qualcomm(QCOM)$ $Amazon.com(AMZN)$
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PS: Sentiment is correlated with a stock's price.
If you want to beat the market, buy great companies when the sentiment around them is bad.
https://x.com/TravisHoium/status/1824122210467881317
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??? Worth good thought...