Is NVIDIA (NVDA) Clifford Asness’ Top Pick?

NVIDIA Corporation (NASDAQ:NVDA) is Clifford Asness’ largest holding, accounting for 2.62% ($4.09 billion) of the billionaire’s full portfolio. We precocious published a database of youngest hedge money billionaires and their apical banal picks.

As of February 13, 2026, much than 90% of analysts covering NVIDIA Corporation (NASDAQ:NVDA) are bullish. The statement terms people of $250.00 implies upside imaginable exceeding 36%. Analysts expect the institution to study gross supra its guidance, with UBS projecting the fiscal fourth-quarter gross of $67.5 billion, astir $2.5 cardinal supra guidance.

In the archetypal 4th of adjacent year, the steadfast expects NVIDIA Corporation (NASDAQ:NVDA) to make $76 billion, portion broader expectations are acceptable astatine $74 to $75 billion. At the aforesaid time, the steadfast says it expects the institution to region China from its guidance arsenic the state shifts its absorption to domestically produced GPUs.

Similar to UBS, Goldman Sachs analysts besides expect the upcoming results to bespeak a beat-and-raise quarter, chiefly driven by manufacture supply-and-demand indicators. NVIDIA Corporation (NASDAQ:NVDA) is expected to study results for the 4th fourth and fiscal twelvemonth 2026 connected February 25.

Meanwhile, NVIDIA Corporation (NASDAQ:NVDA) shares roseate 7.9% arsenic a effect of CEO Jensen Huang’s remarks connected February 6, 2026, erstwhile helium described AI superior spending arsenic “appropriate” wrong a seven- to eight-year buildout. Huang highlighted indicators that enactment sustained request for Nvidia’s next-generation systems contempt increasing networking rivalry, including “sky-high” demand, rising resale prices for older GPUs, and ongoing compute constraints astatine AI leaders similar OpenAI.

NVIDIA Corporation (NASDAQ:NVDA) creates GPUs and compute-networking platforms that powerfulness gaming, information centers, AI, and autonomous systems. It combines accelerated computing, high-performance networking, and bundle to alteration large-scale artificial quality workloads.

While we admit the imaginable of NVDA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.