NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Key takeaways
- Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASDAQ:NVDA) is the top stock in Fisher Investments’ portfolio.
- Weitz Investment Large Cap Equity Fund discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
- “One takeaway from our ongoing portfolio analysis was that we did not have enough exposure to “what could go right?” stocks.
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio Ramish Cheema Mon, June 8, 2026 at 5:53 PM GMT+7 3 min read NVDA NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASDAQ:NVDA) is the top stock in Fisher Investments’ portfolio. June is a crucial month for the firm as it kicked it off by holding the much talked about GTC conference in Taipei, Taiwan. The event saw NVIDIA Corporation (NASDAQ:NVDA) focus on agentic AI computing as the event came at a time when the market was focused on its impact on CPU demand. A key announcement at the GTC was NVIDIA Corporation (NASDAQ:NVDA)’s RTX Spark CPU which will feature in Windows laptops and is designed for agentic AI use. NVIDIA Corporation (NASDAQ:NVDA) currently trades at a forward P/E ratio of 24.57 which is slightly lower than the market’s 27.66. Tigress Financial discussed the firm on May 27th as it raised the share price target to $426 from $360 and kept a Strong Buy rating on the stock. The firm based its coverage on NVIDIA Corporation (NASDAQ:NVDA)’s position in the AI factory ecosystem.
Weitz Investment Large Cap Equity Fund discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
“One takeaway from our ongoing portfolio analysis was that we did not have enough exposure to “what could go right?” stocks. Over the years, our team has done extensive work on companies with exceptional or plainly improving business trends. Along the way, we have tried to follow Mr. Buffett’s advice not to “pay a very high price for a cheery consensus” for their stocks. And, in many cases, we have been left in the dust. The “March Madness” market turmoil gave us a chance to own five new “on deck” companies at reasonable-to-good prices across a range of scenarios.