david tepper is loading up again. should you be following suit? we're trading the big hedge fund moves and getting the latest from jpmorgan shareholder meeting. retail detail, from jc fonk saks, we're operating winners from losers with deborah weinswig at citi. and seeking safe havens. gold no longer acting like a place of refuge. dennis gartman has the trade for protecting your portfolio. welcome to the "fast money halftime report." let's see what the traders are thinking today. mary thompson is live outside the jpmorgan shareholder meeting down in tampa, florida, with the very latest. mary, we continue to follow this story. what's the word from down there in tampa? >> reporter: well, the meeting just concluded, scott, and in what has become a familiar theme, dimon told shareholders the loss morphed into something that never should have happened, calling it an egregious mistake and saying the bank would learn from it amid tight security and with a few protesters present, about 250 shareholders and employees gathered here in tampa for what turned

should you be investing like tepper and go top heavy in tech?et's talk about that with carol pepper, ceo of pepper international as well as phil silverman, managing parter of king view capital. let's talk about investing in tech. do you like these moves? >> i do. i do. i manage money for families with over $100 million in net worth. >> evil 1%. >> they're not so evil. >> i'm going to throw some stats at you here. thronge e the longest losing streak since october 2008. >> i think it's a buying opportunity. we see huge growth in the tech sect perp look at all the advances in technology. look at how apple blew the lights out with the last earnings projection. i like tech. this is a buying opportunity. >> phil, are you following the whales like tepper? >> we follow what they do. i would cautious investors to just blindly reading a 13-f and following what they see a hedge fund manager doing. there is a little bit of a delay between when they report their positions. you don't really know what they have else going on in their portfolio as far as option

tepper 5:00 p.m. at san raphael park. coming up, the western wild fires that are keeping fire crews very busy. and how a motor boat captain a small boat in half. >>> it is annual roar! alright, what do lions eat? ♪ san raphael northbound one-on- one is shut down due ticket 8 oil spill. we have more details on that. >>> and details on the clouds and fog, will it clear i? >>> crews are battling a mass of wild fire. it destroyed a dozen homes in the community of will agree. extremely dry conditions are fueling the flames. herein california crews are battling a pacifier in san diego. it is about 90 percent contained. >>> thunderstorms memorial day weekend, it happened about half way during a memorial day concert. the concert host advise that there was a severe weather warning. >>> the scuffle happened yesterday as the bear was leaving the movies with his girlfriend. and show will not go on for lady got back. the lady you performer concert was canceled and dropped four earth this demand hurt fans for safety concerns. she apolo