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![TheLeagueTable Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1889423374457483264.png) TheLeagueTable [@TheLeagueTable](/creator/twitter/TheLeagueTable) on x XX followers
Created: 2025-07-07 13:52:16 UTC

🚨 STEVE COHEN’S 2025 MARKET MOVES: 📈 Point72’s $44.6B portfolio doubles down on **Amazon**, **Microsoft**, **NVIDIA**, **TSMC** & **Coca-Cola**. Heavy AI & semi bets in XXXXX Q1 positions. 🖥️ Bearish on markets, sees tariffs & inflation peaking soon. Follow @TheLeagueTable


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942220121973362916/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[tariffs](/topic/tariffs)
[bearish](/topic/bearish)
[coins ai](/topic/coins-ai)
[$446b](/topic/$446b)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/TheLeagueTable/status/1942220121973362916)