Tepper is sending shares of Nvidia to the chopping block in favor of a leading e-commerce company that has nearly half of its valuation backed by a net-cash position.Although all eyes have seemingly been on the Federal Reserve and monthly inflation reports of late, what can arguably be described as the most important data release of the third quarter occurred roughly six weeks ago.On Aug. 14, institutional investors with at least $100 million in assets under management were required to file Form 13F with th ...