<p>数据是让华尔街的比喻性仓鼠不断运转的货币——投资者几乎总是有足够的信息进行分析。事实上，可以说在财报季和几乎每日的经济数据发布之间，重要的信息很容易被忽视。</p>
<p>例如，在一个季度结束后的 45 天内，管理资产至少为 1 亿美元的机构投资者需要向证券交易委员会提交 13F 表格。这个表格的截止日期是 3 月结束季度的 5 月 15 日，允许投资者查看华尔街最聪明的基金经理在最新季度买入和卖出的股票。</p>
<p>虽然投资者往往关注华尔街首屈一指的资金管理者沃伦·巴菲特的 13F，但他并不是唯一以敏锐洞察力和超高回报而闻名的亿万富翁。Appaloosa 的亿万富翁首席大卫·泰珀也是投资者明智关注的资产管理者。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>泰珀是一位大型成长股的忠实粉丝，在 3 月底时管理着超过 80 亿美元的资产，分布在 38 个持股（股票和期权）中。在截至 2025 年 3 月 31 日的过去一年中，泰珀增加了 13 个新头寸，并完全处置了 14 个股份。</p>
<p>在这些众多交易中，最引人注目的可能是泰珀完全退出了人工智能（AI）热门股 <strong>超微半导体</strong>（AMD 0.04%），以及他积极购买了两家行业领先公司的股票，这些公司的可寻址市场预计在未来八年内将增长十倍。</p>
<h2>亿万富翁大卫·泰珀告别 AMD</h2>
<p>随着股市在 2025 年进入其自 1871 年以来第三高的估值，基于席勒市盈率，Appaloosa 的亿万投资者并没有害羞于兑现利润和/或将一些资金从桌子上撤回。在 2024 年 4 月 1 日至 2025 年 3 月 31 日之间，他批准出售了 1,630,000 股超微半导体，通常简称为 “AMD”。</p>
<p>尽管 <strong>英伟达</strong> 在用于 AI 加速数据中心的图形处理单元（GPU）市场中无可争议地占据市场份额领先地位，但人们相信 AMD 在争夺这一市场份额方面不会遇到太大困难（请原谅这个必要的双关语）。AMD 的 Instinct 系列 AI 加速芯片比英伟达的便宜，其创新时间表似乎与华尔街的 AI 宠儿相呼应。这意味着 AMD 的芯片应该会受到注重成本的企业和那些不想等待获取 AI 数据中心硬件的公司的强烈需求。</p>
<p>如果超微半导体理想地准备好从 AI 革命中受益，那么百万美元的问题是：为什么大卫·泰珀会出售他基金的全部股份？</p>
<p>一个可能的答案是获利了结。截止到 3 月底，Appaloosa 的平均证券持有时间约为两年五个月。泰珀在 AMD 的头寸是在 2023 年第二季度建立的，因此持有时间约为两年。在此期间，AMD 的股价从每股低于 100 美元上涨到过去 20 个月大部分时间在 100 到 200 美元之间。这是泰珀锁定收益的良好机会。</p>
<p>但这次出售可能还有更多深意。</p>
<p>例如，AMD 的增长率相对于其他 AI 硬件公司在很大程度上让华尔街分析师和投资者失望。尽管该公司在 2025 年第一季度似乎找到了自己的节奏，但其 50% 的毛利率并不令人满意。AMD 未能让华尔街惊艳，可能与其 ROCm 软件有关，该软件旨在优化 AI 工作负载，但未能像英伟达的 CUDA 平台那样在其 AI 生态系统中巩固客户。</p>
<p>泰珀可能对 AMD 的另一个担忧是 AI 泡沫形成和破裂的可能性日益增加。在过去 30 多年中，投资者一直高估早期采用率和颠覆性创新的实用性——而 AI 似乎是下一个将遭受这种命运的技术。尽管超微半导体远不止是一只 AI 股票，但 AI 的泡沫破裂事件将对 AMD 产生重大影响。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvcmlkZS1zaGFyZS11YmVyLWx5ZnQtY2FyLWRyaXZlci1wYXNzZW5nZXItZ2V0dHkuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvcmlkZS1zaGFyZS11YmVyLWx5ZnQtY2FyLWRyaXZlci1wYXNzZW5nZXItZ2V0dHkuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Appaloosa 的亿万投资者在两家处于热门增长趋势的公司中加大投资</h2>
<p>在另一个极端，亿万富翁大卫·泰珀在 2024 年 3 月底时对两个现有头寸的积极增持尤为突出。</p>
<p>在截至 2025 年 3 月 31 日的四个季度期间，Appaloosa 的亿万首席购买了 1,840,000 股共享出行巨头 <strong>优步科技</strong>（UBER 0.64%）和 8,532,382 股 <strong>Lyft</strong>（LYFT 0.07%）。这使得泰珀在优步的持股增加了 135%，在 Lyft 的持股增加了 1,825%。</p>
<p>这里的主流主题是，Appaloosa 最聪明的投资头脑并不是试图在优步和 Lyft 之间挑选赢家。相反，他正在调整他的基金，以利用预计在未来八年内增长十倍的趋势。根据 Stratis Research 的估计，全球共享出行市场预计将从 2025 年的 877 亿美元增长到 2033 年的 9182 亿美元，增长超过 10 倍。21% 的年复合增长率为这两家公司提供了充足的机会。</p>
<p>另一个重要的区别是，优步科技和 Lyft 都已经实现了持续盈利。尽管在扩张过程中遇到了一些波折，自 2017 年接任以来，优步的首席执行官达拉·科斯罗萨西（Dara Khosrowshahi）领导得非常出色。与此同时，自 2023 年 4 月接任以来，大卫·里舍（David Risher）在 Lyft 上紧缩开支，极大改善了其运营现金流。这两家公司似乎都提供了持续的两位数增长潜力。</p>
<p>关于优步和 Lyft，还有一个值得注意的地方是它们能够利用共享出行以外的其他收入渠道。具体来说，两家公司都在利用与其共享出行项目相关的广告机会，以此来增强收入并改善运营现金流。经济周期的非线性往往对以广告驱动的企业有利。</p>
<p>还值得一提的是，优步在规模上比 Lyft 更大。除了在共享出行市场中占有大约三倍于 Lyft 的市场份额外，优步还处理食品配送服务和物流。这使其业务更加多样化，并能够利用经济增长的长期周期。</p>
<p>也许对特普尔（Tepper）策略的一个批评是，Lyft 作为 Appaloosa 两者中较小的持股，似乎更具价值。虽然可以说优步的市销率（P/S）为 4 反映了其在共享出行领域的主导市场份额，但必须问：这真的值得是同样快速增长的 Lyft 的市销率的四倍吗？我认为不值得。</p>
<p>但如果全球共享出行的可寻址市场在未来八年内年增长 21%，假设它们能够维持或扩大各自的市场份额，那么这两只股票很可能都是赢家。</p>

优步

AMDL

<p>亿万富翁大卫·泰珀（David Tepper）已出售了阿帕卢萨（Appaloosa）在超微半导体（AMD）的全部股份，并将注意力转向了另外两只具有显著增长潜力的股票。泰珀的决定是在对 AMD 令人失望的增长率和可能出现的人工智能泡沫的担忧中做出的。他出售了 1,630,000 股 AMD，借此在股价自他最初投资以来大幅上涨的情况下获利。泰珀则投资于优步（Uber Technologies）和另一家预计到 2033 年将实现显著市场增长的公司</p>

<p>Data is the currency that keeps Wall Street's proverbial hamster on its wheel -- and investors are rarely, if ever, short of information to analyze. In fact, it can be argued that between earnings season and near-daily economic data releases, it's easy for something of importance to fly under the radar.</p>
<div class="lb-trans"><p>数据是让华尔街的比喻性仓鼠不断运转的货币——投资者几乎总是有足够的信息进行分析。事实上，可以说在财报季和几乎每日的经济数据发布之间，重要的信息很容易被忽视。</p>
</div><p>For example, no later than 45 days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. This filing, which had a deadline of May 15 for the March-ended quarter, allows investors to see which stocks Wall Street's smartest fund managers bought and sold in the latest quarter.</p>
<div class="lb-trans"><p>例如，在一个季度结束后的 45 天内，管理资产至少为 1 亿美元的机构投资者需要向证券交易委员会提交 13F 表格。这个表格的截止日期是 3 月结束季度的 5 月 15 日，允许投资者查看华尔街最聪明的基金经理在最新季度买入和卖出的股票。</p>
</div><p>While investors tend to focus on the 13F of Wall Street's premier money manager, Warren Buffett, he's far from the only billionaire known for their keen insights and supercharged returns. Appaloosa's billionaire chief David Tepper is another asset manager investors wisely pay attention to.</p>
<div class="lb-trans"><p>虽然投资者往往关注华尔街首屈一指的资金管理者沃伦·巴菲特的 13F，但他并不是唯一以敏锐洞察力和超高回报而闻名的亿万富翁。Appaloosa 的亿万富翁首席大卫·泰珀也是投资者明智关注的资产管理者。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvc3RvY2stdHJhZGVyLWFuYWx5c3QtZnVuZC1tYW5hZ2VyLWJ1eS1zZWxsLWNoYXJ0LWRlY2xpbmUtYmVhci1tYXJrZXQtc21hcnRwaG9uZS1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825801%2Fstock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Tepper, who's big fan of large-cap growth stocks, closed out March overseeing more than $8 billion in AUM spread across 38 holdings (stocks and options). Over the trailing year (ended March 31, 2025), Tepper has overseen the addition of 13 positions and the complete disposition of 14 stakes.</p>
<div class="lb-trans"><p>泰珀是一位大型成长股的忠实粉丝，在 3 月底时管理着超过 80 亿美元的资产，分布在 38 个持股（股票和期权）中。在截至 2025 年 3 月 31 日的过去一年中，泰珀增加了 13 个新头寸，并完全处置了 14 个股份。</p>
</div><p>Among these numerous transactions, the most eye-popping just might be Tepper's complete exit from artificial intelligence (AI) favorite <strong>Advanced Micro Devices</strong>(AMD 0.04%), and his aggressive purchasing of two industry-leading companies whose addressable markets are forecast to grow tenfold over the next eight years.</p>
<div class="lb-trans"><p>在这些众多交易中，最引人注目的可能是泰珀完全退出了人工智能（AI）热门股 <strong>超微半导体</strong>（AMD 0.04%），以及他积极购买了两家行业领先公司的股票，这些公司的可寻址市场预计在未来八年内将增长十倍。</p>
</div><h2>Billionaire David Tepper bids adieu to AMD</h2>
<div class="lb-trans"><h2>亿万富翁大卫·泰珀告别 AMD</h2>
</div><p>With the stock market entering 2025 at its third priciest valuation when back-tested to 1871, based on the Shiller price-to-earnings ratio, Appaloosa's billionaire investor hasn't been shy about ringing the register and/or taking some of his fund's chips off the table. Between April 1, 2024 and March 31, 2025, he green-lit the sale of 1,630,000 shares of Advanced Micro Devices, which is commonly referred to by its shorthand, &#34;AMD.&#34;</p>
<div class="lb-trans"><p>随着股市在 2025 年进入其自 1871 年以来第三高的估值，基于席勒市盈率，Appaloosa 的亿万投资者并没有害羞于兑现利润和/或将一些资金从桌子上撤回。在 2024 年 4 月 1 日至 2025 年 3 月 31 日之间，他批准出售了 1,630,000 股超微半导体，通常简称为 “AMD”。</p>
</div><p>Despite <strong>Nvidia</strong> being the undisputed market share leader in graphics processing units (GPUs) used by businesses in AI-accelerated data centers, there's the belief that AMD shouldn't have any trouble (pardon the necessary pun) chipping away at this market share lead. AMD's Instinct series AI-accelerating chips are less-costly than Nvidia, and its innovation timeline appears to be mirroring that of Wall Street's AI darling. This is to say that AMD's chips should enjoy strong demand from cost-conscious businesses and those companies that don't want to wait to get their hands on AI-data center hardware.</p>
<div class="lb-trans"><p>尽管 <strong>英伟达</strong> 在用于 AI 加速数据中心的图形处理单元（GPU）市场中无可争议地占据市场份额领先地位，但人们相信 AMD 在争夺这一市场份额方面不会遇到太大困难（请原谅这个必要的双关语）。AMD 的 Instinct 系列 AI 加速芯片比英伟达的便宜，其创新时间表似乎与华尔街的 AI 宠儿相呼应。这意味着 AMD 的芯片应该会受到注重成本的企业和那些不想等待获取 AI 数据中心硬件的公司的强烈需求。</p>
</div><p>If Advanced Micro Devices is ideally set up to benefit from the AI revolution, the million-dollar question becomes: Why did David Tepper sell his fund's entire stake?</p>
<div class="lb-trans"><p>如果超微半导体理想地准备好从 AI 革命中受益，那么百万美元的问题是：为什么大卫·泰珀会出售他基金的全部股份？</p>
</div><p>One possible answer is profit-taking. Appaloosa's average security has been held for about two years and five months, as of the end of the March. Tepper's position in AMD was entered during the second quarter of 2023, so it was held for around years. During that time, AMD stock moved from below $100 per share to between $100 and $200 per share for much of the last 20 months. This was a solid opportunity for Tepper to lock in gains.</p>
<div class="lb-trans"><p>一个可能的答案是获利了结。截止到 3 月底，Appaloosa 的平均证券持有时间约为两年五个月。泰珀在 AMD 的头寸是在 2023 年第二季度建立的，因此持有时间约为两年。在此期间，AMD 的股价从每股低于 100 美元上涨到过去 20 个月大部分时间在 100 到 200 美元之间。这是泰珀锁定收益的良好机会。</p>
</div><p>But there may be more to this selling than meets the eye.</p>
<div class="lb-trans"><p>但这次出售可能还有更多深意。</p>
</div><p>For example, AMD's growth rate has largely disappointed Wall Street analysts and investors, relative to other AI hardware names. Though the company appears to have found its stride in the first quarter of 2025, its gross margin of 50% is underwhelming. AMD failing to wow Wall Street may have to do with its ROCm software, which is designed to optimize AI workloads, not standing out in the same way as Nvidia's CUDA platform, which has cemented its clients within its AI ecosystem.</p>
<div class="lb-trans"><p>例如，AMD 的增长率相对于其他 AI 硬件公司在很大程度上让华尔街分析师和投资者失望。尽管该公司在 2025 年第一季度似乎找到了自己的节奏，但其 50% 的毛利率并不令人满意。AMD 未能让华尔街惊艳，可能与其 ROCm 软件有关，该软件旨在优化 AI 工作负载，但未能像英伟达的 CUDA 平台那样在其 AI 生态系统中巩固客户。</p>
</div><p>The other concern Tepper might have with AMD is the growing likelihood of an AI bubble forming and bursting. For more than 30 years, investors have consistently overestimated the early adoption rates and utility of game-changing innovations -- and AI looks to be the next technology in line to suffer this fate. Although Advanced Micro Devices is far more than just an AI stock, a bubble-bursting event for AI would weigh heavily on AMD.</p>
<div class="lb-trans"><p>泰珀可能对 AMD 的另一个担忧是 AI 泡沫形成和破裂的可能性日益增加。在过去 30 多年中，投资者一直高估早期采用率和颠覆性创新的实用性——而 AI 似乎是下一个将遭受这种命运的技术。尽管超微半导体远不止是一只 AI 股票，但 AI 的泡沫破裂事件将对 AMD 产生重大影响。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU4MDEvcmlkZS1zaGFyZS11YmVyLWx5ZnQtY2FyLWRyaXZlci1wYXNzZW5nZXItZ2V0dHkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825801%2Fride-share-uber-lyft-car-driver-passenger-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Appaloosa's billionaire investor piled into two companies on the cutting-edge of a hot growth trend</h2>
<div class="lb-trans"><h2>Appaloosa 的亿万投资者在两家处于热门增长趋势的公司中加大投资</h2>
</div><p>On the other end of the spectrum, it's billionaire David Tepper's aggressive addition to two existing positions (as of the end of March 2024) that really stands out.</p>
<div class="lb-trans"><p>在另一个极端，亿万富翁大卫·泰珀在 2024 年 3 月底时对两个现有头寸的积极增持尤为突出。</p>
</div><p>Over a four-quarter period, ended March 31, 2025, Appaloosa's billionaire chief purchased 1,840,000 shares of ride-share kingpin <strong>Uber Technologies</strong>(UBER 0.64%) and 8,532,382 shares of <strong>Lyft</strong>(LYFT 0.07%). This increased Tepper's stakes by 135% in Uber and 1,825% in Lyft.</p>
<div class="lb-trans"><p>在截至 2025 年 3 月 31 日的四个季度期间，Appaloosa 的亿万首席购买了 1,840,000 股共享出行巨头 <strong>优步科技</strong>（UBER 0.64%）和 8,532,382 股 <strong>Lyft</strong>（LYFT 0.07%）。这使得泰珀在优步的持股增加了 135%，在 Lyft 的持股增加了 1,825%。</p>
</div><p>The prevailing theme here is that Appaloosa's brightest investment mind isn't attempting to pick a winner in the ride-sharing space between Uber and Lyft. Rather, he's angling his fund to take advantage of a trend that's expected to grow tenfold over the next eight years. Based on estimates from Stratis Research, the global ride-sharing market is projected to grow by more than 10X, from $87.7 billion in 2025 to $918.2 billion come 2033. A 21% compound annual growth rate offers ample opportunity for both companies to thrive.</p>
<div class="lb-trans"><p>这里的主流主题是，Appaloosa 最聪明的投资头脑并不是试图在优步和 Lyft 之间挑选赢家。相反，他正在调整他的基金，以利用预计在未来八年内增长十倍的趋势。根据 Stratis Research 的估计，全球共享出行市场预计将从 2025 年的 877 亿美元增长到 2033 年的 9182 亿美元，增长超过 10 倍。21% 的年复合增长率为这两家公司提供了充足的机会。</p>
</div><p>Another important distinction to be made is that Uber Technologies and Lyft have both turned the corner to recurring profitability. Despite a few potholes in its expansion, Uber has been led masterfully by CEO Dara Khosrowshahi since taking the reins in 2017. Meanwhile, David Risher tightened the belt at Lyft and vastly improved its operating cash flow since taking the reins in April 2023. Both companies appear to offer sustained double-digit growth potential.</p>
<div class="lb-trans"><p>另一个重要的区别是，优步科技和 Lyft 都已经实现了持续盈利。尽管在扩张过程中遇到了一些波折，自 2017 年接任以来，优步的首席执行官达拉·科斯罗萨西（Dara Khosrowshahi）领导得非常出色。与此同时，自 2023 年 4 月接任以来，大卫·里舍（David Risher）在 Lyft 上紧缩开支，极大改善了其运营现金流。这两家公司似乎都提供了持续的两位数增长潜力。</p>
</div><p>Something else noteworthy about Uber and Lyft has been their ability to capitalize on other revenue channels beyond ride-sharing. Specifically, both are leaning into advertising opportunities associated with their ride-share programs as a way to bolster revenue and improve their operating cash flow. The nonlinearity of economic cycle tends to bode well for ad-driven businesses.</p>
<div class="lb-trans"><p>关于优步和 Lyft，还有一个值得注意的地方是它们能够利用共享出行以外的其他收入渠道。具体来说，两家公司都在利用与其共享出行项目相关的广告机会，以此来增强收入并改善运营现金流。经济周期的非线性往往对以广告驱动的企业有利。</p>
</div><p>It's also worth mentioning that Uber has a bit more scale here than Lyft. On top of maintaining roughly three times as much of the ride-share market as Lyft, Uber also handles food delivery services and logistics. This diversifies its business a bit more and allows it to take advantage of long-winded periods of economic growth.</p>
<div class="lb-trans"><p>还值得一提的是，优步在规模上比 Lyft 更大。除了在共享出行市场中占有大约三倍于 Lyft 的市场份额外，优步还处理食品配送服务和物流。这使其业务更加多样化，并能够利用经济增长的长期周期。</p>
</div><p>Perhaps the one knock against Tepper's strategy is that Lyft, which is Appaloosa's smaller holding of the two, looks to be the better value. Whereas an argument can be made that Uber's price-to-sales (P/S) ratio of 4 is a reflection of its dominant market share in the ride-share space, it has to be asked: Is that really worth four times the P/S ratio of an equally fast-growing Lyft? I'd argue it isn't.</p>
<div class="lb-trans"><p>也许对特普尔（Tepper）策略的一个批评是，Lyft 作为 Appaloosa 两者中较小的持股，似乎更具价值。虽然可以说优步的市销率（P/S）为 4 反映了其在共享出行领域的主导市场份额，但必须问：这真的值得是同样快速增长的 Lyft 的市销率的四倍吗？我认为不值得。</p>
</div><p>But if the addressable market for ride-sharing grows by 21% on annual basis worldwide over the next eight years, both stocks are very likely to be winners, assuming they can maintain or grow their respective market share.</p>
<div class="lb-trans"><p>但如果全球共享出行的可寻址市场在未来八年内年增长 21%，假设它们能够维持或扩大各自的市场份额，那么这两只股票很可能都是赢家。</p>
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Billionaire David Tepper Sold Appaloosa's Entire Stake in Advanced Micro Devices in Favor of 2 Stocks Whose Addressable Market Can 10X by 2033

- 大卫·特普尔在 2025 年第一季度结束时出售了其在 AMD 的全部股份。  
- 他同时增加了对 Uber 和 Lyft 的投资，分别增持 135% 和 1825%。  
- 预计全球共享出行市场将在未来八年内增长十倍。  

亿万富翁大卫·泰珀出售了 Appaloosa 在 AMD 的全部股份，转而投资于两只股票，这两只股票的可服务市场预计到 2033 年可以增长 10 倍