ChatGPT Stock Advice: Top 12 Stock Recommendations

5. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) is a full-stack computing infrastructure company. It is the go-to company for firms looking for GPUs and semiconductors as they increase spending on artificial intelligence, which has been a significant catalyst behind the chipmaker’s growth.

Its market value surged more than $2 trillion last year to reach $3.28 trillion at the close of 2024, representing an increase of over 170% from its market value at the end of 2023. However, 2025 has been a challenging year, with NVIDIA Corporation (NASDAQ:NVDA)’s shares down nearly 15% YTD.

The company has faced pressures amid increased competition from China’s DeepSeek, concerns about the sustainability of AI infrastructure spending, and ongoing trade tensions. However, history suggests the stock could rebound. NVIDIA Corporation (NASDAQ:NVDA) has had several significant drawdowns over the past decade, but managed to bounce back in the following years.

Investor confidence remains strong. South Korea is planning to buy 10,000 high-performance GPUs this year to build a national AI computing center, which will include NVIDIA Corporation (NASDAQ:NVDA)’s H100 and H200 GPUs. Moreover, the company is also making investments in quantum computing and is setting up a research lab in Boston, where it will collaborate with scientists from Harvard and MIT.

Mar Vista U.S. Quality Select Strategy established a position in NVIDIA Corporation (NASDAQ:NVDA) following the pullback. The firm stated the following in its Q1 2025 investor letter:

“We initiated a position in NVIDIA Corporation (NASDAQ:NVDA) following a significant pullback in the stock. The decline was prompted by concerns stemming from the emergence of DeepSeek, an unknown Chinese AI software company, which unveiled a highly efficient large language model (LLM). DeepSeek’s breakthrough raised investor fears that U.S. hyperscalers might reduce their capital expenditure plans due to a shift toward more resource-efficient AI models. This led to concerns over potential overcapacity in the AI infrastructure market, weighing heavily on NVDA’s stock.

As a result, NVDA shares declined nearly 30% from recent highs, presenting an attractive entry point. On our cost basis, NVDA was trading at approximately 25x expected 2025 earnings and 20x expected 2026 earnings, valuations we found compelling for a company projected to grow revenue and earnings by over 50% in calendar year 2025. We viewed this risk-reward profile as favorable, especially given NVIDIA’s dominant position in powering the transition to accelerated computing architecture that powers the AI ecosystem.”

According to ChatGPT stock advice, NVIDIA Corporation (NASDAQ:NVDA) is one of the best companies to invest in.