Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In

Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In

Quick Read David Tepper increased positions in Alphabet (GOOGL), Micron (MU) and Meta (META) while reducing Alibaba (BABA) and Amazon (AMZN). Alphabet is guiding for $175B to $185B in 2026 CapEx almost entirely focused on AI infrastructure. Micron beat Q1 revenue estimates by $410M and delivered EPS of $4.78 versus $4.07 consensus. You can earn up to $1,500 in cash bonuses just for moving your savings; see how this limited-time Raisin offer …