Core Viewpoint - David Tepper, a billionaire hedge fund manager, has sold shares of Alphabet and Amazon while significantly increasing his position in Qualcomm, raising questions about his insights into these companies' prospects [2][12]. Group 1: Alphabet (GOOG) - Tepper sold 7.5% of his holdings in Alphabet during Q3 2025, despite the stock being highly rated by analysts, with 57 out of 66 recommending it as a "buy" or "strong buy" [3][6]. - The current market capitalization of Alphabet is $3,813 billion, with a current price of $316.02 and a gross margin of 59.18% [4][5]. Group 2: Amazon (AMZN) - Tepper reduced his stake in Amazon by 7.4% in Q3 2025, while the stock remains favored by analysts, with 66 out of 67 rating it as a "buy" or "strong buy" [5][6]. - Amazon's market capitalization stands at $2,506 billion, with a current price of $234.42 and a gross margin of 50.05% [7]. Group 3: Qualcomm (QCOM) - Tepper increased his position in Qualcomm by 255.7% in Q3 2025, indicating a strong belief in the company's future prospects in the AI sector [8][14]. - Qualcomm is recognized for its Snapdragon chips and aims to be a leader in edge AI technology, with plans to launch AI200 chips in 2026 and AI250 chips in 2027 [9][10]. - The market capitalization of Qualcomm is $183 billion, with a current price of $170.70 and a gross margin of 55.43% [10].