Billionaire David Tepper Has 40% of His Fund in Just 3 AI Stocks. Are They Still Buys?

Key Points Amazon is seeing surging cloud computing growth with strong economics. An extended memory supercycle is set to continue to benefit Micron. TSMC is one of the best ways to play the AI infrastructure build-out. 10 stocks we like better than Micron Technology › Billionaire hedge fund manager David Tepper of Appaloosa Management is considered one of the world's top investors, and he's not afraid to make big bets. In fact, at the end of the second quarter, 40% of his portfolio was in just three artificial intelligence ( AI) stocks : Amazon (NASDAQ: AMZN) , Micron (NASDAQ: MU) , and Taiwan Semiconductor Manufacturing (NYSE: TSM) . Let's look at why all three still look like buys right now.