David Tepper just closed 12 positions and sold 13% of his portfolio last quarter — yet its value still jumped by almost 26%. He's walking away from names he's held for years, while quietly building one of his biggest positions ever in a stock trading at an all-time high. One number in his 13F filing hints at exactly where he thinks this market is headed next. We break down every position he closed, what he bought instead, and the pattern connecting his biggest moves — power, chips, and AI infrastructure. https://youtu.be/INoKSLDfIzA&list=ENt2im8wpDYnZT1k2ANgkU3CFsuVE2AaCp
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