Why This AI Winner Might Be Just Getting Started

Nvidia (NASDAQ: NVDA) has been a massive long-term winner from the AI megatrend, even if its stock has retreated a bit since early November. It's still up by more than 1,100% since heavy AI infrastructure investments started in 2023, and up by over 30% during 2025 alone.The recent sell-off in the stock was driven by a combination of fears that the AI sector broadly is in a bubble and that Nvidia specifically is at risk of losing its dominance in the AI accelerator chip niche. While those fears are legitimate, I believe that Nvidia is just getting started. There are too many projections from the companies that are actually spending the money on AI infrastructure regarding the future of the industry, and those are the voices I trust most in this space.With that in mind, I think investors should take advantage of Nvidia's now-lower stock price heading into 2026.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool