[월가아재] 지금 월가에서 메모리 투자에 가장 진심인 거장 | Q2 13F 5부
월가아재의 과학적 투자 · 17:25
David Tepper's Appaloosa spent Q2 doing exactly what made him famous — selling into euphoria and buying panic — trimming half his Micron stake at the memory peak, fully dumping SanDisk before its ~30% Q3 collapse, win...