Though plenty of uncertainty is still sloshing around the international arena, the market is feeling groovy once more. Many tech stocks are floating higher, and Nvidia Corporation (NASDAQ:NVDA) is no exception.
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Forget margin or options. Here's how the pros trade NVDAAfter dipping throughout the first few months of the year, the GPU king has been gaining steam. The company wasn’t immune to the risk-off sentiment in the early months thanks to fears of an AI bubble, while hostilities in the Middle East also helped knock NVDA down a notch or two.
Not even the massive numbers Nvidia delivered at the end of February were enough to buck the market’s overall negative trend. Indeed, Nvidia’s Q4 2026 revenue of $68.1 billion represented 73% year-over-year growth, while its GAAP operating income of $44.3 billion was up 84% from the previous year.
The last few weeks have been a different story, however. NVDA has jumped more than 25% since late March, a tangible demonstration that things are looking up indeed. And yet, after such a strong showing throughout April, is it too late to jump on board for this go-round?
Not according to top investor Geoffrey Seiler, who states that one doesn’t need to take a risk with an “obscure stock” to enjoy the current bonanza. In fact, he believes this once and future winner will be one of the leaders of the next AI rally.
“Stick with the leader who helped get you here in the first place,” counsels the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.
Nvidia has certainly been delivering “explosive growth” throughout the current decade, notes Seiler, adding that its GPUs are continuing to be in high demand. However, Nvidia is proving that it’s made up of much more than just its hardware, argues the investor.
Seiler argues that Nvidia is “smartly” working to become a “complete AI infrastructure provider.” That will make it a major player in the inference and agentic AI game, which is where things are headed.
“Great tech companies need to evolve, and Nvidia is showing it’s more than a one-trick pony,” says Seiler. “The company isn’t resting on its laurels.” (To watch Seiler’s track record, click here)
Wall Street needs no further convincing. With 40 Buys, 1 Hold, and 1 Sell, NVDA enjoys a Strong Buy consensus rating. Its 12-month average price target of $273.57 points to gains north of 30%, implying that plenty more gas is left in the tank. (See NVDA stock forecast)
Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.