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Prominent Investor Is Kicking the Tires on NVDA for the First Time

“I don’t own Nvidia (NVDA), but this is the first time I’m really starting to look at (Nvidia)” stock, prominent CNBC contributor Stephanie Link said on the channel today.

Link suggested that NVDA would rebound significantly over the longer term, and she noted that she had been buying more shares of one of NVDA’s rivals, Broadcom (AVGO).

Link Suggests That Nvidia’s Valuation Is Attractive for Long-Term Investors

Nvidia is changing hands for 20 times analysts’ average forward estimates, Link noted. And although analysts’ estimates will likely drop 8% to 9% due to writedowns that the firm preannounced today, historically the shares’ forward price-earnings ratio has not dropped below 23 times, the investor stated.

Nvidia is “not out of the woods, but it is a high-quality company, and it’s the number one in the industry,” said Link, adding that the shares have dropped a great deal and “there is a price for everything.”

The investor concluded her remarks on NVDA by saying that “When the dust settles, people go back to the number one or two in any industry.”

Why Link Bought More AVGO Stock

“I like the diversity of Broadcom,” the investor explained. She noted that Nvidia, unlike Broadcom, is “a pure play on AI.”

While we acknowledge the potential of NVDA, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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