WS #14105
Hedge fund 13F filings show major moves: Third Point exits NVDA/META/AVGO, Druckenmiller adds AMZN/AMD, Appaloosa adds AAL, Soros adds AEP, providing actionable stock-level signals. Applied Materials, Broadcom, and Intel fall on high AI expectations and BofA debt warning, but Berkshire's massive Alphabet increase and Reddit/SanDisk gains provide selective bullish counter-signals.
13F institutional positioning
Hedge fund 13F filings show major moves: Third Point exits NVDA/META/AVGO, Druckenmiller adds AMZN/AMD, Appaloosa adds AAL, Soros adds AEP, providing actionable stock-level signals.
Applied Materials, Broadcom, and Intel fall on high AI expectations and BofA debt warning, but Berkshire's massive Alphabet increase and Reddit/SanDisk gains provide selective bullish counter-signals.