Billionaire David Tepper Loaded Up on Nvidia Shares in 2025. Should You Follow Him?

• David Tepper accrued his Nvidia presumption by implicit 6x successful 2025.

• Nvidia's GPUs are inactive the astir fashionable computing enactment available.

• 10 stocks we similar amended than Nvidia ›

Tracking the moves of billionaire hedge money managers is simply a astute determination for investors. While simply pursuing their trades isn't a bully idea, seeing what they're doing to corroborate your moves is simply a bully gut check. Fortunately, immoderate money with implicit $100 cardinal successful assets is required to disclose its holdings 45 days aft the extremity of a 4th done a Form 13F.

One billionaire I support tabs connected is David Tepper, and helium spent astir of 2025 loading up connected Nvidia (NASDAQ: NVDA) stock. At the extremity of the archetypal quarter, his fund, Appaloosa Management, owned 300,000 shares of Nvidia. As of the extremity of the 3rd quarter, it present owns 1.9 million. That's a immense fig of shares to load up connected passim the year, and it is present the company's fourth-largest holding.

Clearly, there's thing here, and I deliberation loading up connected Nvidia is simply a astute determination for each investors heading into 2026.

Nvidia makes graphics processing units (GPUs), which person been the go-to computing portion since the AI buildout began successful 2023. Nvidia's exertion stack is 2nd to none, and adjacent arsenic much contention emerges, its chips person remained a apical option.

Demand for Nvidia's GPUs has been incredible, and its CEO Jensen Huang noted during its Q3 fiscal twelvemonth 2026 (ending Oct. 26) that it's "sold out" of unreality GPUs. So, portion immoderate investors are acrophobic that an AI bubble volition burst, that doesn't bespeak reality.

AI hyperscalers are spending each their disposable currency flows (and sometimes more) to physique arsenic overmuch artificial quality computing capableness arsenic possible. While headlines suggest that companies are starting to take computing devices different than Nvidia's GPUs, the world is that Nvidia cannot conscionable the computing demands of its clients. Instead of decreasing demand, they are turning to alternate computing suppliers.

Nvidia is inactive moving to ramp up production, which volition let it to present monster maturation adjacent twelvemonth and galore years beyond, arsenic the request for AI computing powerfulness is expected to past for aggregate years. Nvidia's authoritative projection is that planetary information halfway superior expenditures volition proceed to emergence to $3 trillion to $4 trillion annually by 2030. That's unthinkable growth, particularly since the full for 2025 is expected to beryllium astir $600 billion.

Tepper tin spot this, which is wherefore helium chose to load up the money connected Nvidia banal successful 2025. I deliberation that's a superb move, and the caller banal terms diminution has opened up a monolithic buying opportunity.