In This Article:
We recently published a list of Top 10 Stocks Everyone is Talking About. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other top stocks everyone is talking about.
Investors are on tenterhooks amid the latest selloff as they keep up with President Donald Trump’s volatile tariff policies and assess the slowing enthusiasm in the AI trade. Trivariate’s Adam Parker said in a latest program on CNBC that while he wants to be bullish on the stocks for a rebound, he believes we haven’t seen the bottom yet. The analyst recommends going on the defense:
“I mean every part of me wants to get bullish again, right? You know, we had the good call of saying the market will be down in the first half and choppy with concerns about tariffs and all that. And you know, now we’ve seen a lot of people who were bullish before throwing in the towel and getting bearish, and I really want to do it, right? But I can’t. And the reason is because I don’t think we’ve seen enough of a blowoff on the positioning. I mean, if you look at the companies that were talking at big conferences in March, a lot of things are slowing. And so I think this is more than a growth scare already—this is actually like a growth slowdown. And so the question is, will we get negative guidance in April? Will we see companies guide down and the stocks not go down? If I see that behavior, then I’ll probably want to get more risk on. But until then, I think we have to play a little bit more defense.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article, we picked 10 stocks Wall Street analysts are showing interest in. With each stock, we have mentioned their hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Funds Investors: 193
LikeFolio’s Megan Brantley said in a latest program on Schwab Network that her data shows an increased consumer interest in NVIDIA Corporation (NASDAQ:NVDA) products and she believes the company is gaining momentum:
“I think that Nvidia has performed so well it’s natural for investors to say, “Okay, how much can this growth keep going at this pace, and at what point is this overvalued?” At these levels, we can look at things and the places that we can look for Nvidia are overall consumer demand. So, are people continuing to talk about Nvidia and its products—specifically its Blackwell line—at a higher rate, and are they visiting sites and showing signs of forward-looking interest for Nvidia? So far, at least in our metrics, they are. We see Nvidia web visits up by about 22% year-over-year, and this is actually accelerating if you look at this on a 30-day moving average versus a 90-day moving average. What’s impressive about this for us is that this is just a sign of momentum. For us, this tells us that demand is continuing to outpace supply. We look at this too, and what’s crazy is that Nvidia already has a really significant market share versus other players in this field, yet its growth rate remains the highest. It is nice to see AMD start to gain some traction there as well when it comes to consumer interests, but Nvidia is already the largest player in the game and it’s just extending its lead. So I think as an investor, that’s really powerful to know that this is the best of breed. At least on our end, the chatter and discussions related to its products continue to grow.”