Billionaire Chris Rokos’ Top 15 Stock Picks

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5. NVIDIA Corporation (NASDAQ:NVDA

Number of Hedge Fund Holders: 193 

Rokos Capital Management’s Stake: $145.7 million 

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. The following aspects make the company an attractive prospect for investors. NVIDIA’s outlook for revenue in the fourth quarter of fiscal 2025 is 37.5 billion dollars, plus or minus 2 percent. GAAP and non-GAAP gross margins are expected to be 73.0 percent and 73.5 percent, respectively, plus or minus 50 basis points. Secondly, the company has launched the Cosmos World Foundation model platform to accelerate physical AI development. This holds investment potential as this will help developers generate massive amounts of photoreal, physics-based synthetic data to train and evaluate their existing models. Moreover, NVIDIA has launched the most advanced consumer GPUs for gamers, creators and developers — the GeForce RTX 50 Series for Desktop and Laptop GPUs.

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