Quick Read – AMZN is Tepper’s largest position targeting 31% upside, while MU trades at a forward P/E of 6 despite delivering 345% revenue growth. – Tepper’s five picks span the full AI stack, covering memory, foundry, cloud, hyperscaler, and autonomous mobility, with recent…
llbacks in three names creating potential entry points. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
David Tepper’s Appaloosa Management just told the market where the smartest money in the AI trade is parked. His latest 13F concentrates his largest US-listed common stock and ADR bets across five names that together map the entire AI stack: memory, foundry, cloud, hyperscaler, and the applied autonomous layer. One of them has quietly ripped 152.58% higher since the filing date.
For investors tracking Tepper’s playbook, these five names map the full AI stack. 1. Uber Technologies (The Surprise Pick) The wildcard in Tepper’s top five sits outside chips entirely: Uber (NYSE:UBER), and the thesis is applied AI on wheels. CEO Dara Khosrowshahi has staked the platform on a “clear path to becoming the largest facilitator of AV trips in the world,” with Zoox and Waymo partnerships routing robotaxi supply through the Uber app in Las Vegas and Los Angeles.