//@Barcode:$Coca-Cola(KO)$$Moody's(MCO)$$Applied Materials(AMAT)$$Uber(UBER)$ 🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚 The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025: 📊 Tepper’s Bold Growth Strategy • Microsoft, 112.5 percent increase, AI Leaders
@Tiger V:$Alphabet(GOOG)$ I invested in GOOG stock, seeing potential for a narrative shift and multiple expansion. While recent earnings left some disappointed—especially with cloud growth—Google's long-term strength remains intact. Unlike Meta, Google hasn’t always been transparent with investments, but its capex guidance was a step in the right direction. With strong AI initiatives, dominant search advertising, and room for valuation growth, I see Google as a solid opportunity at current levels. While I like both, I slightly favor Google for its upside potential.
@DeltaDrift:$Palantir Technologies Inc.(PLTR)$CEO, Alexander Karp, has adopted a Rule 10b5-1 trading plan to sell up to 9,975,000 shares of the company's stock by September 12, 2025. Based on recent trading prices, this sale could amount to approximately $1.23 billion.CEO sell off combined with Pentagon budget cut report definitely impose strong downside momentum…
@Gene Stilwell:$NVIDIA(NVDA)$Can't stop the Nvidia trainKeep buying. Nvidia has the ecosystem for the future of ai in many verticals. Very obvious now. $140 today.....then $180 after Earnings.I truly believe that NVDA can achieve a market cap of 4T by year end. The longs will have much to celebrate.