In Q2 2026, David Tepper's Appaloosa fund initiated a significant new position in CoreWeave, an AI cloud infrastructure company, while George Soros's fund held puts against the same stock but reduced their bearish exposure during the quarter. CoreWeave reported strong revenue growth and a large backlog but also showed heavy debt and negative free cash flow, highlighting risks alongside its growth potential. The contrasting bets reflect differing views on CoreWeave's balance sheet and AI market prospects, with Tepper's conviction notable if he continues building the position. Retail investors should note these are dated positions as of June 30, 2026, and that both sides analyze the same financials but reach different conclusions.
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