Billionaire Invests Heavily in AI Leaders Nvidia, Amazon, and Microsoft
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Tepper has 28.2% of his portfolio invested in 3 big AI stocks Nvidia (8.8%), Amazon (9.4%), and Microsoft (10%).
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Nvidia is a leader in graphics chips and AI computing, with strong growth potential in multiple semiconductor markets over the next decade.
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Amazon has leading positions in e-commerce, digital ads, and cloud computing (especially AI services), putting it in place for continued double-digit growth.
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Microsoft is big in enterprise software and cloud, and is adding AI to products across both categories to open up new monetization opportunities.
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JPMorgan analysts believe Microsoft's early and substantial investments into OpenAI and AI could prove to be some of the best money ever spent.