#David Tepper

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David Tepper Allocates 40% of Appaloosa Portfolio to Three AI Stocks

September 21, 2026 (21 hours ago)

Appaloosa Management's David Tepper maintains a massive 40% concentration in Amazon, Micron, and TSMC, betting on long-term AI infrastructure growth and memory…

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News 📈 Stocks

David Tepper Adds CoreWeave and SpaceX to Appaloosa AI Portfolio

September 8, 2026 (14 days ago)

Appaloosa Management adds CoreWeave and SpaceX to its portfolio, betting on AI infrastructure growth as Wall Street analysts forecast potential gains exceeding…

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