10 Stocks to Buy and Sell in 2025: Top Analyst Calls

3. NVIDIA Corp (NASDAQ:NVDA)

Number of Hedge Fund Investors: 212

Nigam Arora from The Arora Report said in a recent program on Schwab Network that NVIDIA Corp (NASDAQ:NVDA) can hit $8 trillion market cap. Here is how Arora backed his thesis:

“When we were saying aggressive buy Nvidia, it was a $300 million company. Because at that time, people are saying, “Yeah, maybe AI, maybe not, maybe it’s a fad.” And, you know, we were convicted AI is real. And now everybody knows what happened, right? So the next big thing is robotics. Two kind of robots, right? One of the industrial robots that we already see like in Amazon warehouse and so on. They’re going to grow a lot, but we’re talking about humanoid robots, right? The kind that Elon Musk shows serving drinks and things like that. So it’s a future. We really cannot predict the future for sure, but we have to have some imagination, right? So there are some predictions, you know, if you look through some models that human-eye robots could be as big as a $3 trillion market. That’s a huge huge market. I mean it could be bigger than cars and you and I will be having our own robots, right. So the question is how do you benefit from it? Tesla is obviously one. But then who’s going to provide the brains, the chips, the software and all the infrastructure that is going to take to, you know, not only robots at the edge but also in the data centers to control all that and there’s nobody else like Nvidia.”

Mar Vista Global Quality Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its second quarter 2025 investor letter:

“NVIDIA Corporation (NASDAQ:NVDA) shares rebounded from their calendar Q1 lows as investor concerns over DeepSeek’s efficiency gains and U.S. government restrictions on advanced AI semiconductors, such as NVIDIA’s H20 family of GPUs, proved overstated. Demand for NVIDIA’s next-generation Blackwell platform remains strong, fueled by the growing complexity of large language models and the emergence of reasoning-based applications. As CEO Jensen Huang noted, reasoning tasks can require up to 10 times the compute power of training a conventional large language model. With the AI market still in the early stages of a multi-year infrastructure build-out, NVIDIA is well-positioned to capture significant value as the industry standard for accelerated computing.”