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Tepper Buys AMZN, GOOGL, NVDA, Dumps MSFT in AI Portfolio Shift

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The Story

News Summary

  • David Tepper's Appaloosa LP revealed its latest 13F filing, keeping Amazon as its top holding and increasing stakes in Alphabet, Meta, and Nvidia.
  • Tepper completely dumped Microsoft and trimmed Micron, rotating his portfolio into high-growth AI infrastructure and ad-funded mega-cap tech plays.
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AMZN price history

256.78 +13.48% over the displayed period

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