Hedge fund manager David Tepper added AMD to his portfolio in December 2025, reflecting growing investor confidence in the chipmaker amid rising AI demand.

As of December 31, 2025, hedge fund manager David Tepper has added Advanced Micro Devices (AMD) to his investment portfolio, highlighting growing investor interest in the semiconductor company. The move comes amid rising demand for AI-driven technologies, where AMD is a key player alongside Intel and NVIDIA. While specifics on the investment size or timing are unavailable, the addition signals potential confidence in AMD’s long-term outlook. The stock’s performance remains tied to innovation, supply chain stability, and broader tech spending trends.