We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season. NVIDIA Corporation (NASDAQ:NVDA) is one of the top AI and non-tech stocks.
Guy Adami from CNBC recently commented on NVIDIA Corp (NASDAQ:NVDA) announcement that the company expects $500 billion in GPU sales between the Blackwell generation and next year’s Rubin chips combined.
“He (Jensen Huang) has a fiduciary responsibility to his shareholders and he’s doing it extraordinarily well. So good for him. Making deals, currying favor, all those things. Problem I’ve had incorrectly has been, you know, price to sales. Now you said $5 trillion. Let’s round up. I mean, this is a company now that’s approaching 19 times revenue, which is a big number at this mature of a company, I think. But people will say it’s a new paradigm. They will grow into that revenue.”
Polen Focus Growth Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its third quarter 2025 investor letter:
“In early August we initiated positions in both NVIDIA Corporation (NASDAQ:NVDA) and Broadcom, after having not owned either company over the past 2½ years following the initial wave of enthusiasm around Gen AI. While we have long admired both companies, their highly cyclical business models have made it extremely difficult to forecast future earnings growth with any degree of conviction. Given our approach of seeking durable and persistent earnings growth that compounds over long holding periods, our concern in holding either was that we would be forced to endure a punishing downcycle within our typical holding period – there is very little room that in a concentrated portfolio of 20-30 companies. In fact, pre ChatGPT, NVIDIA had two punishing down cycles over the preceding five years.
