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NVIDIA Corporation (NVDA): Billionaire Ray Dalio Discloses Major Buying Activity

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio.

NVIDIA Corporation (NASDAQ:NVDA) is one of the most enduring positions in the 13F portfolio of Bridgewater Associates over the past decade and a half. Since 2011, the fund has owned a stake in the AI infrastructure company. In the fourth quarter of 2012, when little was known about the computing powerhouse, Bridgewater owned over 45 million shares in the company. However, this holding was trimmed significantly in the coming years as the share price skyrocketed. Filings for the fourth quarter of 2025 show that the fund owns a little under 4 million shares in NVIDIA, adding 54% to the stake disclosed in the third quarter of 2025.

READ MORE15 Stocks That Will Make You Rich in 10 Years.

NVIDIA Corporation (NASDAQ:NVDA) features in the 13F portfolio of many top hedge funds because of a number of factors. The company has high profit margins, some of the best earnings growth numbers, and is undoubtedly the hottest AI stocks on the market. Hedge funds have also been tracking the capital expenditures of tech giants like Microsoft, Meta, and Alphabet. As long as these giants keep spending billions on data centers, NVIDIA remains the primary beneficiary. Funds thus view NVDA as a direct proxy for the global build-out of AI infrastructure. Even during volatile periods, hedge funds have held onto NVIDIA stock, signalling confidence in the ability of the firm to weather short-term market fluctuations.

While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years

Disclosure: None. Follow Insider Monkey on Google News

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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