Billionaire Tepper Bets Big on AI with Nearly Half His Portfolio in Meta, Microsoft, Amazon, Nvidia, and Alphabet
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Billionaire investor David Tepper has nearly half his portfolio in 5 top AI stocks Meta, Microsoft, Amazon, Nvidia, and Alphabet.
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These companies are using AI to enhance products and services across digital ads, cloud computing, chips, search, and more.
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AI investment has fueled growth and revenue opportunities for these tech giants.
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Despite stock rebounds, the AI leaders still have reasonable valuations that appeal to value-focused Tepper.
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Tepper's concentration in these stocks signals his belief AI will drive growth for Big Tech.