Billionaire David Tepper Has $2.7 Billion Invested in These 7 AI Stocks. Here's the One Wall Street Thinks Will Soar the Most.

Core Insights - David Tepper has a net worth of $23.7 billion, significantly attributed to his investments in high-potential sectors, particularly artificial intelligence (AI) [1] - Tepper's Appaloosa Management has approximately $2.7 billion invested in seven AI stocks out of a total portfolio of $6.45 billion, indicating a strong focus on this sector [1] Group 1: Top AI Holdings - Tepper's largest holding is Alibaba Group Holding (NYSE: BABA), with over 7 million shares valued at $801.5 million, and the company plans to invest over $50 billion in AI infrastructure over the next three years [3] - Amazon (NASDAQ: AMZN) is the third-largest holding, with a position valued at approximately $592 million [4] - Meta Platforms (NASDAQ: META) holds a significant position as well, with 400,000 shares worth about $295 million [4] - Tepper increased his stake in Nvidia (NASDAQ: NVDA) by 483% in Q2, with a position valued at $276.5 million [5] - Alphabet (NASDAQ: GOOG) is the eighth-largest holding, with a $266 million stake despite a 25% reduction in position [6] - Microsoft (NASDAQ: MSFT) and Taiwan Semiconductor Manufacturing (NYSE: TSM) complete the list, with positions valued at nearly $249 million and $232 million, respectively [7] Group 2: Analyst Sentiment - While Tepper favors Alibaba as his top AI stock, Wall Street analysts are less optimistic, with a consensus 12-month price target slightly above the current share price despite 38 out of 43 analysts rating it as a "buy" or "strong buy" [8] - One of Tepper's other AI stocks has a strong analyst backing, with 57 out of 58 Wall Street analysts rating it as a "buy" or "strong buy" [9]