In a new 13F filing with the SEC on November 14, 2025, David Tepper's hedge fund, Appaloosa LP, disclosed a new position in Advanced Micro Devices valued at $153.7 million. This disclosure reflects the fund's holdings as of the end of the third quarter on September 30, 2025. The investment by a well-known institutional investor is a significant endorsement for AMD. However, as 13F filings reveal portfolio positions from the previous quarter, the market's reaction is often muted as the trades have already been executed. There was no specific market analysis available linking AMD's stock movement on November 14 to this specific filing.