Billionaire Money Manager Holds Firm on NVIDIA Stock

In the tumultuous world of tech investing, where fortunes can rise and fall with the flick of a CEO’s wrist, one billionaire money manager stands out for his steadfast belief in NVIDIA. While broader market trends and analyst recommendations might suggest otherwise, this investor sees something more enduring in the company’s trajectory. Let’s delve into the factors that make NVIDIA a compelling hold, despite the market’s volatility.



NVIDIA’s recent earnings reports paint a picture of a company on the cusp of revolutionizing multiple industries. The fourth quarter of fiscal 2025 saw revenue soar to $39.3 billion, a 12% increase from the previous quarter and a staggering 78% year-over-year growth. This financial performance is not just a blip; it’s a testament to NVIDIA’s strategic positioning in the AI and data center markets.

The data center segment, in particular, has been a powerhouse. Fourth-quarter revenue hit a record $35.6 billion, up 16% from the previous quarter and 93% from a year ago. Full-year revenue for this segment rose 142% to a record $115.2 billion. These numbers are not just impressive; they are indicative of a company that is at the forefront of technological innovation.



NVIDIA’s success is not just about numbers; it’s about strategic partnerships and market leadership. The company has formed alliances with major cloud service providers like AWS, Google Cloud Platform, Microsoft Azure, and Oracle Cloud Infrastructure. These partnerships bring NVIDIA’s GB200 systems to cloud regions worldwide, meeting the surging demand for AI. More than 75% of the systems on the TOP500 list of the world’s most powerful supercomputers are powered by NVIDIA technologies, underscoring its dominance in high-performance computing.

Innovation is at the heart of NVIDIA’s strategy. The company’s Blackwell AI supercomputers have achieved billions of dollars in sales in their first quarter. Jensen Huang, NVIDIA’s CEO, has highlighted the potential for AI to revolutionize the largest industries. The company’s focus on AI and high-performance computing positions it well for long-term growth.

The financial health of NVIDIA is equally impressive. The company’s free cash flow for fiscal 2025 was $60.85 billion, and its total assets stood at $111.60 billion. A strong balance sheet and robust cash flow generation provide the financial flexibility needed to invest in future growth opportunities. NVIDIA’s commitment to returning capital to shareholders is evident in its quarterly cash dividend of $0.01 per share, scheduled for April 2, 2025.

Despite broader market trends and analyst recommendations, this billionaire money manager sees NVIDIA as a company with a strong foundation and a bright future. The company’s performance in the AI and data center segments, its market leadership, strategic partnerships, and innovative product offerings make it a compelling hold. The substantial revenue growth and profitability further support the potential for significant returns on investment.

In a world where tech stocks can be as volatile as the weather, holding onto NVIDIA stock is a bet on innovation, leadership, and long-term growth. This billionaire money manager’s steadfast belief in NVIDIA is not just about financial returns; it’s about investing in a company that is shaping the future of technology.