David Tepper’s Most Ignored Trade of 2026 Is a $400 Million Bet on an Entire Country’s Economy (opens in new tab)

David Tepper added to his position in the iShares MSCI South Korea ETF (NYSEARCA:EWY) during the first quarter of 2026, building on a stake he first established in the fourth quarter of 2025. He bought Micron Technology (NASDAQ:MU | MU Price Prediction) at the same time. The pairing tells you what the trade actually is. ... David Tepper’s Most Ignored Trade of 2026 Is a $400 Million Bet on an Entire Country’s Economy