From Nasdaq: 2025-04-04 04:47:00

David Tepper, a billionaire hedge fund manager with a net worth of $21.3 billion, is making unconventional moves in the market. Tepper’s top holdings include AI stocks like Amazon and Meta Platforms, although he reduced his positions in both in Q4 2024. Tepper also increased his stake in Alibaba and JD.com, Chinese companies heavily investing in AI.

Tepper’s most interesting AI angle involves his recent purchases of Vistra and NRG Energy. These companies are key players in the energy sector, with data centers supporting AI as a major growth driver. Vistra and NRG Energy have seen significant declines in their stock prices, making them attractive investments with growth potential.

Vistra projects a quadrupling of U.S. energy demand for data centers by 2030, while NRG Energy is focusing on unlocking opportunities in the data center market. Tepper’s investments in Vistra and NRG Energy indirectly align with the AI boom, as data centers play a crucial role in supporting AI technology.

For investors looking to capitalize on potential lucrative opportunities, our expert analysts issue “Double Down” stock recommendations for companies about to pop. Past recommendations like Nvidia, Apple, and Netflix have yielded significant returns. Currently, alerts are being issued for three promising companies with high growth potential in the market.



Read more at Nasdaq: Billionaire David Tepper Is Selling Amazon and Meta Stocks but Betting on Artificial Intelligence (AI) in a Different Way