Dividend Investor Who Earned $18,000 a Month Despite 'Bloody' Selloff Shares His Top 6 Stock Picks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 30 2025
0mins
Should l Buy NVDA?
Source: Benzinga
Recession Concerns: JPMorgan Chase has increased its recession probability estimate for the global and US economy to 60%, leading investors to seek defensive equities and dividend stocks, which historically perform well during downturns.
Investor Experience: An investor shared his portfolio performance on Reddit, revealing a significant drop in monthly dividend income from $24,000 in February to $18,000 in March due to market volatility, highlighting the impact of economic uncertainty on personal investments.
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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: 198.480
Low
200.00
Averages
264.97
High
352.00
Current: 198.480
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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- Revenue Growth Year-over-Year: The company reported a 123% year-over-year revenue increase in the third quarter, reflecting a surge in demand in the artificial intelligence and enterprise sectors, despite facing other challenges.
- Executive Changes Impact: Super Micro severed ties with a co-founder implicated in a federal indictment in March, with the CEO stating that the company may have been a victim of elaborate schemes orchestrated by these individuals, affecting its reputation and operations.
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See More
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- Significant Revenue Growth: The company experienced a 123% year-over-year revenue increase, highlighting its pivotal role in the rapidly expanding artificial intelligence sector, despite facing other challenges.
- Positive Future Outlook: Management forecasts adjusted earnings per share of 65 to 69 cents for the next fiscal quarter, with revenue expectations between $11 billion and $12.5 billion, both above market consensus, reflecting confidence in future growth.
- Expansion Plans: Super Micro has added new manufacturing facilities in Silicon Valley, with its fourth Bay Area location expected to exceed 714,000 square feet, providing space for manufacturing, design, testing, and service to meet the massive demand in AI and enterprise verticals.
See More
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- Data Center Sales Surge: Data center sales soared 57% year-over-year to $5.8 billion, becoming the primary driver of revenue and earnings growth, indicating AMD's strategic positioning to capitalize on the burgeoning AI computing needs.
- Optimistic Outlook: AMD anticipates Q2 revenue of approximately $11.2 billion, exceeding expectations of $10.52 billion, with CEO Lisa Su highlighting an expected meaningful acceleration in server growth, reflecting strong confidence in future market demand.
- Strong Market Performance: AMD's stock has more than tripled over the past year, with a 66% increase so far in 2026, reflecting investor optimism about the company's potential in the AI sector, despite trailing Nvidia in the GPU market.
See More
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- AI Hardware Opportunity: AMD is tapping into a new opportunity in AI hardware through central processing units (CPUs), as companies shift from training models to deploying them, which is expected to further drive market share growth and solidify its position as a key challenger to Nvidia.
- Partnership with Meta: AMD has agreed to sell up to $60 billion worth of AI chips to Meta over five years, allowing Meta to purchase up to 10% of AMD, which will provide a stable revenue stream and enhance AMD's market influence.
- Intensifying Market Competition: Despite AMD's stock surging approximately 60% this year, significantly outperforming Nvidia's 6% and the Philadelphia semiconductor index's 48% rise, competition from Intel, which has issued strong revenue forecasts and is ramping up in-house production, poses a threat, especially amid a global memory chip shortage that could impact consumer electronics demand.
See More
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- Strong Earnings Beat: AMD reported Q1 earnings of $1.37 per share, surpassing analyst expectations of $1.29, with revenue hitting $10.25 billion, significantly above the expected $9.89 billion, showcasing the company's robust performance amid soaring AI chip demand.
- Significant Revenue Growth: The company's revenue surged 38% year-over-year from $7.44 billion to $10.25 billion, with data center sales climbing 57% to $5.8 billion, indicating AMD's strengthening position in the AI market.
- Optimistic Future Outlook: AMD forecasts Q2 revenue of approximately $11.2 billion, exceeding market expectations of $10.52 billion, reflecting strong confidence in continued growth driven by robust demand in AI and data center sectors.
- Strategic Collaboration Enhances Competitiveness: AMD's partnership with Intel to introduce AI Compute Extensions aims to boost compute density by 16 times, enhancing product performance and energy efficiency, potentially positioning AMD more favorably against Nvidia in the competitive landscape.
See More
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- Surging Memory Demand: The rapid growth of artificial intelligence has led to a surge in memory demand, resulting in a global shortage, with chipmakers like Nvidia and AMD significantly increasing their memory requirements, further boosting Micron's market performance.
- New Product Launch: Micron announced the start of shipments for its largest commercially available solid-state drive, which allows for greater memory storage with lower power demands compared to traditional hard drives, providing data center operators with a new lever for cost control.
- Supply Chain Challenges: Despite strong demand, Micron's CEO noted that key customers are only receiving 50% to two-thirds of their requirements, highlighting the supply constraints faced by memory manufacturers amid the AI boom.
See More
