Quarterly Form 13Fs reveal smart money moves on Wall Street. Billionaire David Tepper sold entire stake in AMD, signaling more than just profit-taking. Appaloosa’s chief invested in two companies with market growth potential from $88 billion to $918 billion by 2033.

Data is key for investors, and Form 13F filings offer insights into fund managers’ trades. Tepper manages over $8 billion across 38 holdings. His recent moves include exiting AMD and increasing stakes in companies with high growth forecasts.

Tepper’s exit from AMD may be due to profit-taking and concerns over growth rates and market competition. AMD’s lower gross margin and potential AI bubble are factors in Tepper’s decision to sell the stake.

Tepper’s aggressive buying of Uber and Lyft positions reflects a trend expected to grow tenfold by 2033. Both companies have turned profitable and are expanding revenue streams through advertising opportunities.

Investors should consider the growth potential of Uber and Lyft in the expanding ride-sharing market. Both companies are expected to benefit from additional revenue channels beyond ride-sharing services.

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Read more at Nasdaq: Billionaire David Tepper Sold Appaloosa’s Entire Stake in Advanced Micro Devices in Favor of 2 Stocks Whose Addressable Market Can 10X by 2033