The Motley Fool
18 Aug 2026, 09:06 UTC · 3h ago
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David Tepper's Appaloosa fund reduced its position in Micron Technology (MU) by 41% during the second quarter. — Significant selling by a high-profile value investor in a key AI play can signal a peak in valuation or caution regarding an AI bubble.
-0.40Appaloosa increased its stake in Taiwan Semiconductor Manufacturing (TSM) by 24% in the second quarter, marking its sixth consecutive quarter of buying. — Consistent accumulation by a major hedge fund reinforces confidence in the foundational role of TSMC in AI infrastructure.
+0.30TSMC maintains nearly 75% of the global foundry market share and a reported 72% monopoly over the AI industry. — Strong market dominance and pricing power generally support long-term positive returns for the company.
+0.20Which stocks this story touches
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Increased investment by David Tepper for the sixth straight quarter and dominant market share in AI infrastructure.
A major investor slashed their position by 41% due to potential AI bubble risks, despite previous gains.
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