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![TheStockBro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1877152296880189440.png) TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2475 followers
Created: 2025-07-14 18:28:08 UTC

$BABA $PDD $SPYX $AMZN $JD $META $ET $GOOG $AAPL $VST $UBER $ASML $AVGO $WYNN $TSM $MSFT $NVDA $SPY
     
David Tepper & Appaloosa Portfolio Q1 25’

Strategy: High Conviction “Ballsy” Risk Taking 

"I am the animal at the head of the herd.
I'm not following anybody. I'm leading… I'm not saying I'm always right, but when I'm wrong, I'm not that wrong, and when I'm right, I'm really right…

Fearful environments tend to devalue stocks that are fundamentally strong…

Don't let your emotions get in the way of the trade. You've got to be cold-blooded…

You have to be flexible. You can't just stick to one strategy or one asset class…

If you're wrong, get out. Don't let your ego keep you in a bad trade…

The key is to wait. Sometimes the hardest thing to do is to do nothing.”
-David Tepper 
Founder, Appaloosa Management

![](https://pbs.twimg.com/media/Gv1oyunXMAAcrRL.jpg)

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[Post Link](https://x.com/TheStockBro/status/1944826260380954877)