The A.I. Daily
Tepper's fund holds 31% of portfolio in two AI stocks
Billionaire David Tepper's Appaloosa Management has about 31% of its public equity portfolio in Micron Technology and Amazon. Micron accounts for 15.06% after a ~41% stake cut; its Q4 fiscal 2026 revenue jumped 379% to $54.2 billion and EPS rose 1003%.