Billionaire David Tepper of Appaloosa Slashed His Micron Stake and Piled Into a "Fabulous" AI Stock for a 6th Consecutive Quarter

Billionaire David Tepper of Appaloosa Slashed His Micron Stake and Piled Into a "Fabulous" AI Stock for a 6th Consecutive Quarter

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

David Tepper Reshuffles Portfolio: Alibaba Trimmed, SanDisk Sold, Amazon and CoreWeave Added

TLDR Appaloosa Management trimmed Alibaba by 12% and fully exited JD.com, PDD Holdings, and the KWEB ETF Tepper increased his Baidu stake by 14%, showing selective China exposure rather than a full exit He sold all SanDisk shares after a 591% run and trimmed Micron and AMD positions Amazon became...