We recently published a list of the 13 best technological actions to buy for long -term investment. In this article, let’s take a look where Nvidia Corporation (NASDAQ: NVDA) is against other technological actions to buy for long -term investments.
On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared together at CNBC to discuss the IA, cybersecurity and mega-head technology, especially when technological actions increased as the United States-Chinese rate increases market confidence. Jeff Kilburg first identified the technological software sector as the main beneficiary of the recent market pause in the midst of optimism and profits, and emphasized that markets are widely positive. He said that many investors despised the speed with which a trade agreement in China would materialize and contrast with the United Kingdom Agreement, which was expected to be a temporary and slower workforce. Kilburg suggests that the fastest clothing could continue and benefit from several software companies, which have been overlooked due to the MAG7 focus. Dan Ives coincided with Kilburg’s vision, but distinguished Nvidia as the greatest beneficiary of the pause, especially given his previous exposure to China’s rates. He referred to the AI revolution in progress and the increase in AI actions and described the current environment as a dream scenario for technological investors. IVES provides for new highs for technology and the larger market. He also described a “golden age” for cybersecurity actions, which act as secondary beneficiaries of AI growth.
In a question about the impact of the administrator on the reduction of federal spending and debt, especially in companies that obtain substantial income from government contracts, Kilburg replied that this tax discipline is really positive for software companies, as it can lead to more expenses for efficient software solutions. Kilburg also went to the sectors to avoid or be careful about the current market environment. It suggests cut -off services, which have been a safe refuge, but can now be less attractive. He points out that Vix’s volatility index falls below 20, which is a great change with respect to more than 60 in April, indicates a reduction in the fear of the market and the greater confidence of the investors. This suggests a market environment that favors higher and growing investments instead of defensive plays.
We first traveled the reports on screen projects, ETFs and financial means to collect a list of the most important technological stocks that have grown more than 15% in the last 3 years. Then we selected the 13 stocks that were the most popular among the elite coverage funds and that the analysts were bullies. Stocks are classified in ascending order of the number of coverage funds that are bets, from the fourth quarter of 2024.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (sEE More details here)).
Nvidia Corp. (NASDAQ: NVDA) Is it the best technological stock to buy for long -term investment?
A foreground of a high -end graphic card that is connecting to a game computer.
3 Years CAGR Income: 69.25%
Number of coverage fund holders: 223
Nvidia Corporation (NASDAQ: NVDA) is a technology company known for its edge on GPU and AI platforms. Their main revenue comes from the GPU of the data center such as the H100 and Blackwell chips, which are essential components for the AI workloads. The company is positioned to guide large markets as a $ 1 trillion AI market, a $ 500 million business IA sector and a $ 50 trillion robotics market.
The Trump administration is preparing an agreement to grant Saudi Arabia a greater access to advanced AI chips from companies like Nvidia and AMD. The ultimate goal is to promote the capacity of the Gulf Nation Data Center amid the concerns of North -American officials on Chinese access to this technology by means of deviation and/or cloud capabilities. An initial agreement has already been reached, but other negotiations are still being made, such as those related to the United States Government’s potential control over data centers that use American chips.
On May 12, UBS reduced the price target at Nvidia Corp. (NASDAQ: NVDA) To $ 175 from $ 180, maintaining a purchase rating, as it hopes that the income of the FQ1 2026 will be ahead of the guidance of $ 43 billion, even with the ban of H20. Nvidia is now preparing a reduced version of its H20 chip for China to remain competitive, as China provided $ 17 billion revenue in Nvidia, which was 13% of the company’s total sales in 2015. The UBS hopes that growth can be reailed in H2, as NVIDIA may resume shipping from Center GPUs to China.
Guinness Global Innovators is highly highly upward in Nvidia Corp. (NASDAQ: NVDA) Due to its dominant position in the AI chip market. Declared the following in the fourth quarter of 2024 Investor Letter:
“For a second year running, Nvidia corporation (NASDAQ: NVDA) It was the best performance of the fund, achieving a stellar return of +177.7% during the year. Since the beginning of last year, the GPU “Hopper” in Nvidia have been at the center of exploiting the demand for sufficiently powerful and efficient chips to facilitate the intensive energy requirements of AI processes within datacentres. Initially, which has more than 95% of the market share in these types of chips, Nvidia has rushed to fix its position as a technological leader in space, throwing the successor of the current GPU “Hopper” in March, Blackwell, inhibiting the tastes of the AMD and Intel that make significant characters take into account the fast market. Compared to the above iteration (HOPPER), which continues to feed the growth of the extreme income of NVIDIA, the Blackwell chip is twice the powerful for the formation of the AI models and has 5 times the capacity when it comes to “ infer ” (the speed at which AI models respond to consultations). Throughout the year, Nvidia’s financial performance has remained resistant. Quarterly revenue reached $ 35.1 billion in the latest quarter, exceeding 6% of consensus expectations and representing an increase of +94% year -on -year. Additionally, the Nvidia Data Center segment, promoted by the Hopper chip (H100), grew five times last year, highlighting the sustained demand for advanced AI infrastructure. The H100 chip, with a price of about $ 40,000, continues to see significant adoption due to its ability to improve the AI model training efficiency while also decreasing general costs. This growth is expected to continue as companies invested in improving existing data centers and in the creation of new ones, with well -positioned NVIDIA to capture a significant part of estimated market opportunities of $ 2 trillion over the next five years. There have been some concerns about Blackwell’s delays that cause the volatility of actions prices, but Nvidia has recovered rapidly, driven by positive results results during the year and management guarantees on the future offer. Additionally, the release of the H200 CHIP promises to expand Nvidia’s technological leadership, ensuring that continued impulse until 2025. While Nvidia’s valuation is still a topic of debate, the action does not have a significant premium in history, and it still seems reasonable given its dominant market position, next interpretation and exposure to long -term growth trends in Data infrastructure. As a result, Nvidia is well positioned for long-term sustained performance, making it a cornerstone of growth portfolios. “”
Usually nvda Ranks 1st In our list of the best technological actions to buy for long -term investments. Although we recognize NVDA’s growth potential, our conviction lies in the belief that AI actions have a great promise to obtain high returns and to make it shorter. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia most promising than NVDA but you are quoting less than five times, see our report on this Ia stock cheap.
