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David Tepper’s Q2 2025 13F filings just dropped — and they’re making waves across Wall Street. Known for his razor-sharp market timing and aggressive positioning, Tepper executed a decisive series of trims in some of the biggest names in tech and AI. Broadcom? Gone. Oracle? Slashed by nearly 79%. Even juggernauts like Alphabet and Meta saw heavy cuts — down roughly 25% to 27%. These aren’t minor adjustments; they’re high-conviction moves from one of the sharpest hedge fund minds in the game. So, what’s driving this reshuffle? In recent comments, Tepper hinted that the easy money in certain mega-cap AI plays might already be behind us, warning that “the market is starting to separate leaders from laggards” as high interest rates, sticky inflation, and slowing global growth force investors to be far more selective. In other words, not every AI stock will survive the next phase of the boom — and Tepper is betting only on the ones positioned to dominate the long term. David Tepper’s Bold AI Pivot - He Just Shifted Massive Capital Into These 3 AI Powerhouses Disclaimer: The content presented on this channel is for educational and informational purposes only and should not be considered financial, investment, or legal advice. The views and opinions expressed are those of the individual creator and do not constitute professional financial counsel. The creator is not a licensed financial advisor, tax expert, or investment professional. Investing in stocks, ETFs, cryptocurrencies, or any financial instruments involves risk, including the potential loss of capital. Always do your own research and consider speaking with a qualified financial advisor before making investment decisions. This video may include affiliate links, which means the channel may earn a small commission if you make a purchase or sign up through those links—at no additional cost to you. This helps support the channel and allows us to continue producing free content. YouTube is not a financial platform and assumes no responsibility for any investment decisions made based on the content provided. Viewer discretion is advised.