10 AI Stocks Analysts Are Focusing On These Days

4. NVIDIA Corp (NASDAQ:NVDA)

Number of Hedge Fund Investors: 193

A couple of weeks ago, Jim Cramer discussed what 2025 could hold for Nvidia Corp (NASDAQ:NVDA) and reiterated his bullish view on the stock. Cramer analyzed Nvidia Corp (NASDAQ:NVDA)’s stock move after the CES tech show and recommended investors to buy the pullbacks:

“The new projects are way ahead of any other company, and this new Industrial Revolution belongs to Nvidia. That doesn’t mean the stock can’t go down; it just means you can happily buy the inevitable pullbacks. Although, when they do happen, remember they tend to be sizable and brought about by scared shareholders who aren’t sure exactly what Nvidia makes other than sparkling leather jackets and mini Jensens.”

Infuse Asset Management stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q4 2024 investor letter:

“We do still own some NVIDIA Corporation (NASDAQ:NVDA) as the forward multiple isn’t egregious and it powers over 90% of AI workloads. This company is only becoming increasingly important though the hyperscalers are actively trying to save money through their own ASIC programs. The moat CUDA provides has been underestimated time and time again. While I don’t think Nvidia has quite the upside as some of the other companies in the portfolio, it has a product that the best companies in the world literally can’t get enough of.”