Bridgewater Associates, the hedge fund founded by Ray Dalio, quietly opened a new stake in Applied Materials (AMAT) in Q3 2025. Its latest 13F filing shows Bridgewater added roughly $94.9 million of AMAT shares. This is notable because Bridgewater recently trimmed big bets in Nvidia (NVDA) and other mega-cap tech names at the same time. The stock jumped on the news, which reflects the buzz in chip-making circles. Applied Materials, a leading supplier of equipment for building semiconductors and displays, ...