The article is primarily commentary/portfolio positioning (not earnings or guidance), but it reiterates bullish analyst/investor sentiment and references ongoing demand/supply arrangements that can support near-term sentiment.
NVIDIA Corp. (NVDA) Is A Top AI Stock In Ken Griffin’s Portfolio Ramish Cheema Thu, June 11, 2026 at 7:30 PM GMT+2 2 min read NVDA 000660. KS NVIDIA Corp.
(NASDAQ:NVDA) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin . NVIDIA Corp. (NASDAQ:NVDA)’s shares haven’t seen much love from investors in 2026.
Year-to-date, they are up by a modest 7. 3%. DA Davidson discussed the firm on June 5th as it discussed NVIDIA Corp.
(NASDAQ:NVDA)’s profit margins in the context of its competitive advantage. The financial firm believes that the chip company is in a comfortable position to sustain its profit margins as its products are in high demand from hyperscalers who are hard-pressed for alternatives. As part of another round of visits to Asia, NVIDIA Corp.
(NASDAQ:NVDA) CEO Jensen Huang announced a multi-year deal with Korean memory manufacturer SK hynix to secure precious memory chips for AI GPUs. NVIDIA Corp. (NASDAQ:NVDA) trades at a forward price-to-earnings multiple of 24.
57, which is quite lower than the industry average of 37. 29. Baron Opportunity Fund discussed NVIDIA Corp.
(NASDAQ:NVDA) in its Q4 2025 investor letter : “At Baron, we are deep research, evidence-based investors. We are positive about AI because it is real. It is the most significant change to the global economy since the internet itself.
Every digital interaction of today forward will have AI as the brains of the application. We have investments across all the layers of the AI stack and spanning industries. Our most successful investments to date have been in the infrastructure or compute layer.
We were early investors in NVIDIA Corporation, over four years before the ChapGPT moment of November 2022, and it has been more than a 10-bagger for the Fund. Several of us spent a full day with founder and CEO Jensen Huang in the Fall of 2018, where he went to the white board to teach us about AI and why NVIDIA would win. ” NVIDIA Corp.
(NVDA) Is A Top AI Stock In Ken Griffin's Portfolio 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 best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy .
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