We just covered the<\/p>\n
10 Best Stocks to Buy According to Billionaire Ken Griffin.<\/strong> NVIDIA (NASDAQ:NVDA) ranks #1 (see the 5\u00a0Best Stocks to Buy According to Ken Griffin<\/b><\/strong>).<\/p>\n Ken Griffin\u2019s Stake Value:\u00a0<\/i><\/b>$4,020,832,390<\/i><\/b><\/p>\n Despite bubble fears, NVIDIA (NASDAQ:NVDA) continues to see strong demand for its AI chips thanks to its industry dominance. In Q4, its revenue rose 75% year over year while its Q1 revenue guidance beat the Street\u2019s estimates by $5 billion and indicated growth of about 77%.<\/p>\n AI CapEx concerns have spooked Wall Street, but in the real world, AI demand shows no signs of slowing down, and bulls believe NVIDIA (NASDAQ:NVDA) will keep benefiting from this trend for several years. Tech giants are projected to spend $600\u2013700 billion on AI data centers in 2026 alone. How does that benefit NVIDIA (NASDAQ:NVDA)? Nvidia captures approximately 90% of AI accelerator spend. The company dominates about 85% of the AI chip market. Despite the rise of the custom chips market, demand for NVIDIA (NASDAQ:NVDA) chips won\u2019t slow down anytime soon because the total market is expanding faster than any share decline.<\/p>\n But sooner or later the hardware demand will slow down. What then? NVIDIA (NASDAQ:NVDA) is quietly building a software business that most investors aren\u2019t pricing in at all. The NVIDIA AI Enterprise software suite could command 80%+ margins and reach $10 billion in revenue by 2027. Beyond that, physical AI like robotics, autonomous vehicles, and humanoid manufacturing is an entirely new hardware cycle that hasn\u2019t meaningfully started yet.<\/p>\n Baron Opportunity Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its\u00a0fourth quarter 2025 investor letter:<\/p>\n “We were early investors in NVIDIA Corporation<\/strong> (NASDAQ:NVDA), over four years before the ChapGPT moment of November 2022, and it has been more than a 10-bagger for the Fund.”<\/p>\n<\/blockquote>\n The fund believes NVDA remains a winner in AI. Click here to read the full text of the letter<\/strong>.<\/p>\n While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/strong>.<\/p>\n\n
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