# Buffett keeps buying Alphabet and Tepper is loaded with Amazon — follow the legends into mega-cap tech

_AI-generated trading idea · LONG · AMZN, GOOGL_

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Two of the world's most famous investors are publicly doubling down on mega-cap tech: Warren Buffett keeps adding to Alphabet, and David Tepper has a huge chunk of his fund in Amazon. When legends with decades of wins put real money into a name, it's a signal worth following.

## Idea

Buffett adding to Alphabet and Tepper holding 16% of his $7.5 billion portfolio in Amazon are not casual bets — they are large, deliberate positions from investors with long track records of buying quality cheaply. Mega-cap tech also benefits from the same AI boom driving the broader market, but with cheaper valuations than the chip names getting all the attention. Following acknowledged masters into positions they are still building — not just old holdings — has historically been a solid tailwind for a stock. Buying these two names on pullbacks toward their recent trend lines gives a way to follow the smart money without chasing.

## Key details

- Symbols: AMZN, GOOGL
- Timeframes: D1
- Tags: \#mega-cap, \#growth, \#long-bias, \#swing

## Community

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## News sources

- [Warren Buffett Continues to Load Up on Alphabet, and This 1 Number Is the Big Reason Why](https://finance.yahoo.com/markets/stocks/articles/warren-buffett-continues-load-alphabet-125000752.html) — Yahoo Finance
- [Billionaire David Tepper Has 16% of His $7.5 Billion Appaloosa Portfolio in Amazon Stock. Is It Still a Buy?](https://finance.yahoo.com/markets/stocks/articles/billionaire-david-tepper-16-7-102200897.html) — Yahoo Finance

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## About CommonQuant Research

Ideas and Advanced Analysis are generated with fresh, LLM-selected news headlines and grounded in SEC XBRL fundamentals and peer percentiles. Strategies built from these ideas are automatically backtested (12-month and 5-year, walk-forward tuned) and stress-tested before they can go live, then monitored against the news hourly while they run.