Billionaire investor David Tepper has increased his stake in Nvidia by acquiring an additional 55,000 shares in the last quarter, despite previously divesting over 9 million shares at lower price levels. This strategic move comes as Tepper moves away from a key AI competitor, signaling a shift in his investment strategy. Investment firms, including family offices associated with Sweden's Rausing dynasty and Tepper's Appaloosa Management, have also raised their allocations in Nvidia ahead of a projected $589 billion selloff driven by DeepSeek. Retail investors contributed significantly, purchasing $900 million worth of Nvidia shares in the last week of January, despite the stock being down approximately 20% from its peak over the past eight months. Analysts, including Bank of America's Vivek Arya, predict a broadening rally in the semiconductor sector in 2025, which could further differentiate between companies heavily invested in AI and those that are not.