Billionaire Ray Dalio’s Bridgewater’s 10 Stock Picks with Huge Upside Potential

4. NVIDIA Corporation (NASDAQ:NVDA)

Bridgewater Associates Stake Value: $469,660,743

Upside Potential as of May 2: 47.15%

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) is a global tech giant that designs graphics processing units (GPUs) and AI software. Its products power immersive gaming experiences with GeForce GPUs and advanced visual computing for creative professionals and researchers.

NVIDIA Corporation (NASDAQ:NVDA) is one of the main – if not the primary – catalysts of the current AI revolution. Its GPU architecture forms the backbone of generative AI systems worldwide. And yet, the company is aggressively expanding its AI ecosystem through strategic partnerships and innovations. NVIDIA (NASDAQ:NVDA), in collaboration with Alphabet (NASDAQ:GOOGL) is working on agentic and physical AI initiatives spanning infrastructure and open model optimizations. The company also has plans in motion to build the NVIDIA Accelerated Quantum Research Center (NVAQC) in Boston. This facility will integrate leading quantum hardware with AI supercomputers to develop quantum computing architectures and algorithms.

NVIDIA Corporation’s (NASDAQ:NVDA) financial performance directly reflects its dominance in the AI market. The company posted record-breaking results in Q4 2025; quarterly revenue was $39.3 billion, up 12% from Q3 2025 and 78% year-over-year. Data Center revenue—primarily driven by AI applications—reached $35.6 billion, a 93% increase from the previous year. With the AI market projected to hit $4.8 trillion by 2033 (from $189 billion in 2023), investors may continue to read record numbers from NVIDIA’s (NASDAQ:NVDA) future earnings reports. This reality will receive a huge boost from the company’s successful ramp-up of its Blackwell AI supercomputers. On April 16, Stifel analysts maintained a Buy rating and a $180.00 price target on NVIDIA (NASDAQ:NVDA).