Zacks Investment Ideas feature highlights Bank of America, Alibaba, JD.com, Advanced Micro Devices and Vistra

For Immediate ReleaseChicago, IL – February 13, 2025 – Today, Zacks Investment Ideas feature highlights Bank of America BAC, Alibaba BABA, JD.com JD Advanced Micro Devices AMD and Vistra VST.David Tepper's Big Bets: China & AIDavid Tepper is an Investing LegendBillionaire investing legend David Tepper is known in Wall Street circles for his unique investing attributes and his traits, which include:1. Contrarian Investing Technique: How do you beat the crowd? Fade the crowd. Following the 2008 Global Financial Crisis fallout, most investors licked their wounds. Not David Tepper. Tepper bought positions in some of the most hated and beaten-down stocks of the time, including Bank of America.2. High Conviction Bets: It’s one thing to make contrarian bets; it’s a whole different thing to have the intestinal fortitude to see those bets through and hold them through the fear, uncertainty, and doubt.3. Gargantuan-Sized Bets: Tepper’s investing analysis often proves him correct, and as mentioned, he has a unique stomach to hold his bets for years. However, his gigantic bet size really sets him apart from other Wall Street money managers. Being right, holding tight, and betting in size is what made Tepper a multi-billionaire and allowed him to buy the Carolina Panthers football team.What's David Tepper Trading Now?A 13F disclosure is a quarterly filing regulators require for investment managers with > $100 million in AUM (which Tepper is). 13Fs give investors a unique view into what Wall Street’s brightest minds are investing in.Tepper is Betting Big on ChinaThere is no bigger contrarian bet on Wall Street than China. Until the past few months, Chinese stocks and the economy have been in the gutter as investors worry about a fledgling real estate sector, government regulations, and a potential trade war with the US. As expected, Tepper is fading the noise and taking the contrarian bet. Two of his largest positions are in Chinese stocks, including Alibaba and JD.com.The two leading Chinese e-commerce giants represent ~20% of Tepper’s massive portfolio (BABA = 15%, JD + 5%). The billionaire hedge fund manager’s conviction in China remains steadfast. In a TV interview Tepper was asked if he is hedging his Chinese bets or is worried about tariffs from the US and answered, “My hedge is I don’t care.” In addition to his individual China bets, Tepper also holds Chinese ETFs like the FXI and the KWEB.Tepper Bullish on AITepper’s top ten positions by weight are also filled with AI bets, including Advanced Micro Devices and Vistra  (which he doubled). While the AI revolution has become a mainstream bet, AMD is currently beaten-down and is another classic Tepper bet.Bottom LineDavid Tepper’s success as an investing legend can be attributed to the rare combination of contrarian bets, unwavering conviction, and the gumption to make massive bets. Tepper’s latest bets include Chinese tech giants like BABA and JD.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bank of America Corporation (BAC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report JD.com, Inc. (JD): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report Vistra Corp. (VST): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks