NVIDIA: Marjorie Taylor Greene's AI-Driven #3 Stock Pick for 2025

Ultimate Insider Play or Calculated Risk?

U.S. Representative Marjorie Taylor Greene has long been a polarizing figure in politics, but her investment decisions—particularly her repeated purchases of NVIDIA Corporation (NASDAQ: NVDA)—are drawing attention from Wall Street and retail investors alike. While Greene has never explicitly ranked her stock picks publicly, her disclosed transactions in 2025 paint a clear picture: NVIDIA is a core holding in her portfolio, positioned as her #3 stock pick for the year. Let’s dissect why.

Greene’s NVIDIA Stake: A Strategic Bet on AI Dominance

Greene’s investments in NVIDIA are notable for both their timing and scale. By late January 2025, she had disclosed purchasing up to $15,000 worth of NVDA shares, followed by another tranche between $1,000 and $15,000 in April 2025. These purchases align with her broader focus on AI-driven companies, a sector she believes will define the next decade of technological progress.

NVIDIA’s position as the gold standard for AI infrastructure is central to Greene’s calculus. Its GPUs, particularly the Hopper architecture (H200 models), power 90% of AI training workloads, from Meta’s Llama to Microsoft’s Azure. With global AI spending projected to hit $200 billion by 2025, NVIDIA’s dominance in this space is undeniable.

NVIDIA’s Financial Firepower: A Case for Growth

The numbers back Greene’s optimism. In Q3 of fiscal 2025 (ended January 2025), NVIDIA reported $35.1 billion in revenue, a 112% year-over-year surge, driven by its data center segment. The company’s adjusted EPS hit $0.81, blowing past analyst estimates.

• Data Center Revenue: Grew to $30.8 billion in Q3, up 17% from the prior quarter and 112% year-over-year.
• Full-Year Guidance: NVIDIA projects $128.7 billion in FY2025 revenue, a 111% increase from 2024.

The catalyst? AI adoption is exploding. Healthcare partnerships like its collaboration with Firefly Neuroscience—targeting a $10 trillion market—and generative AI tools for enterprises are fueling demand.

The Risks: Why NVIDIA Isn’t Without Hurdles

Despite its strengths, NVIDIA faces headwinds that could test its valuation.

1. Geopolitical Tensions

• The U.S. is mulling export restrictions on H20 GPUs to China, which accounts for 20–25% of data center revenue.
• China’s antitrust probe into NVIDIA’s 2020 Mellanox acquisition adds regulatory uncertainty.

2. Competitive Threats

• Tech giants like Amazon and Microsoft are developing in-house AI chips, potentially reducing reliance on NVIDIA.
• Chinese startup DeepSeek’s V3 models claim to cut training costs, threatening long-term GPU demand.

3. Valuation Concerns

NVIDIA trades at a forward P/E of 47x, 83% above the sector median. A misstep in Q4 earnings (due Feb. 26) could trigger a selloff.

Analysts Are Bullish, But the Road Ahead Is Rocky

Wall Street remains overwhelmingly optimistic. 37 of 43 analysts rate NVDA a “Strong Buy”, with an average price target of $177.55—a 27.5% upside from mid-2025 levels.

Key drivers for bulls:
- Healthcare AI: NVIDIA’s partnerships could unlock decades of growth.
- Data Center Demand: The shift to generative AI ensures sustained GPU sales.

Bearish concerns, however, are valid:
- A $500+ billion market cap leaves little room for execution errors.
- Options traders anticipate a 9% price swing around the $139 strike price ahead of earnings.

Conclusion: NVIDIA’s Long-Term Play Justifies the Risk

Marjorie Taylor Greene’s repeated bets on NVIDIA reflect a long-term view of AI’s transformative potential. While risks like geopolitical friction and competition loom large, NVIDIA’s technical leadership, healthcare expansion, and near-term earnings catalysts make it a compelling pick.

The numbers underscore the case:
- $128.7B in FY2025 revenue: A 111% jump from 2024.
- $10 trillion healthcare AI market: NVIDIA is already partnering with pioneers like Firefly.
- Analyst upside: A 27.5% gain to $177.55 suggests the Street sees a multiyear winner.

Greene’s #3 stock pick isn’t just a bet on GPUs—it’s a bet on AI as the next trillion-dollar economy. For investors willing to endure near-term volatility, NVIDIA’s dominance in this space makes it a buy. Just don’t blink when the earnings report drops.