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Copy David Tepper’s AI sleeve

David Tepper’s (Appaloosa Management) current AI-related holdings, with the Compass Consensus Score of this "sleeve." For education and information only — not advice or a recommendation.

Disclaimer:For education and information only. Not investment advice.
This sleeve’s Consensus Score0100SLEEVE0SplitOpen this sleeve in Portfolio CheckSee full thesis & sources
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AI-related holdings

AMZNAmazon98Strong consensus

Nearly doubled — #1 holding

MUMicron22Weak

Bet on the HBM memory cycle

GOOGLAlphabet54Split

Core AI-platform position

TSMTSMC16Weak

AI foundry beneficiary

NVDANvidia42Split

Trimmed ~13%

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