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Artificial intelligence (AI) darling Nvidia (NVDA) has always dominated headlines for one reason or another, consistently drawing investor attention. The company’s meteoric rise over the years has come to symbolize the broader AI boom. But in 2025, the chip giant’s red-hot rally is showing signs of fatigue due to a number of factors. Mounting U.S.-China trade tensions, tariff wars, growing skepticism around the pace of AI investment, and a new wave of rival chips have cast a shadow over the stock’s once-unshakable momentum.
Still, that hasn’t deterred New York-based hedge fund Tiger Global Management. According to the firm’s latest 13-F filing, the Chase Coleman-led hedge fund made a bold move, boosting its Nvidia stake by about 1.28 million shares, a 13% increase, bringing its total to nearly 11 million shares. At the same time, the fund completely exited its position in chip players like Qualcomm (QCOM) and Arm Holdings (ARM), a notable shift that underscores where its conviction lies in the current semiconductor landscape.
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