Billionaire Investors' Stock Picks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Nvidia Investment Confidence: Billionaire investors like Daniel Loeb purchased Nvidia shares in Q4, and despite a recent rebound, the stock remains cheaper than at any point in Q4, with a projected 71% revenue growth in 2026, indicating strong market confidence.
- Meta's Advertising Strength: Bill Ackman bought nearly $2 billion worth of Meta stock in Q4, increasing its portfolio stake to over 11%, as the company reported a 24% year-over-year revenue increase to $60 billion in Q4, presenting a great opportunity due to market misconceptions about its future potential.
- Amazon's Market Position: Ackman also acquired 3.8 million shares of Amazon in Q4, valued at approximately $750 billion, as Amazon's dominance in e-commerce and cloud computing ensures its strong competitive edge, with current prices lower than any point in Q4.
- Long-Term Investment Strategy: Investors are advised to follow billionaire investors with a long-term mindset, avoiding those who frequently trade, to uncover more valuable investment opportunities in the current market landscape.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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