Investor Legends Aligned with NVIDIA's Growth & Innovation Focus Based on recent news and institutional holdings, the following legendary investors/entities share a style aligned with NVIDIA’s cutting-edge technology and growth-driven ethos: Ken Fisher (Fisher Asset Management) Why He Fits Your Style: NVIDIA is among Fisher’s top technology stock picks with "huge upside potential," per Q4 2024 filings. Fisher’s strategy often targets high-growth tech companies with strong fundamentals and disruptive potential. Key Insight: Fisher emphasizes NVIDIA’s leadership in AI infrastructure and data centers, aligning with a focus on transformative tech trends.
SMCI is the 1 Big Win. AI Server Dominance: SMCI is a leader in AI-optimized servers, partnering with NVIDIA (Blackwell GPUs) and Microsoft to meet surging demand for AI infrastructure. FY2026 Revenue Guidance: $40 billion (70% growth from FY2025), deemed "conservative" by CEO Charles Liang. Historic Price Surge: 5-Year Return: +1,336% (driven by generative AI boom and cloud adoption). 52-Week High: $122.90 (March 2024), though shares corrected to $56.07 by February 2025. Market Sentiment & Catalysts: News Highlights: Strategic AI partnerships, bullish revenue cycles, and data center sector growth (9.29% CAGR projected through 2033). Options Activity: Elevated implied volatility and gamma spikes near key price levels amplified speculative interest. Financial Metrics: Valuation: P/E 27.