Why Two Billionaires Just Bought Nvidia Stock: Is It Time for You to Follow Suit?

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Nvidia (NVDA), the tech juggernaut that practically turned into a household name overnight, has been riding high since 2023. We’re talking about a stock that started as a modest $350 billion company and rocketed to a mind-boggling $4.1 trillion-yes, trillion-by the time you could say “GPU.” That’s a jump so wild it could make your grandma’s heart skip a beat. Now, with this kind of meteoric rise, you’d think the train’s about to pull into the station. But hold your horses, because two billionaires just hopped aboard this rocket ship, and they’re telling you, “Buckle up, we’re not done yet!”

Enter stage left: Daniel Loeb of Third Point and David Tepper of Appaloosa Management-two hedge fund big shots who’ve been making moves like chess grandmasters on a caffeine binge. These financial wizards decided to buy up shares of Nvidia during the second quarter. Now, when guys who juggle billions are still piling into Nvidia, well, maybe it’s time to stop pretending you’re too smart for the market and take a peek at what they’re seeing.

Sure, Nvidia has had a pretty fantastic run, like a movie with a plot twist you didn’t see coming. But even though the company has been more successful than a motivational speaker at a New Year’s resolution convention, the future still looks dazzling. In fact, if you’re looking to make some moves yourself, buying Nvidia alongside these billionaire aficionados might be the play.

Hold on to your hats: Global data center spending is about to explode!

Now, why are these titans of finance still betting big on Nvidia? Well, let me break it down for you. Nvidia makes Graphics Processing Units (GPUs)-and these aren’t your average home gaming devices that make your screen flash a lot. No, no, these GPUs are capable of doing some serious heavy lifting, like a bodybuilder on a protein shake binge. GPUs can perform multiple calculations at once, which is like having a thousand workers in your brain, all solving different problems simultaneously. Throw a few hundred of these together, and boom! You have computing power that could make your smartphone look like a pocket calculator. These babies are used for everything from drug discovery (no biggie) to engineering simulations, and of course, the hottest application around: Artificial Intelligence (AI) training.

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But here’s where it gets really interesting: Nvidia’s biggest clients-giant corporations who spend billions of dollars on data centers loaded with GPUs-aren’t exactly slowing down. Quite the opposite. Nvidia predicts that, by 2025, the four largest AI hyperscalers (think Google, Amazon, Facebook, and the like) will spend around $600 billion on data centers. Fast forward to 2030, and that number could soar to an insane $3 to $4 trillion. Yes, you read that correctly. It’s like a fire sale for computing power, and Nvidia is poised to grab the lion’s share. This demand for AI computing power is just getting started, and if Nvidia is right, it’s going to be a goldmine. But hey, why not jump on the bandwagon now before the prices go through the roof?

If Nvidia’s projections hold up, this stock could be a must-own

So here’s the fun part-where all the numbers and data start to paint a picture that even a stock market enthusiast can’t ignore. For FY 2026, Wall Street analysts predict that Nvidia will bring in a cool $206 billion in revenue. That’s a lot of zeroes. With Nvidia already accounting for a sizable chunk of that $600 billion in total data center spending, it’s not hard to see that by 2030, the company could be raking in between $1 trillion and $1.3 trillion annually. I mean, that’s not just chump change. That’s a monster cash cow of epic proportions.

Now, let’s get to the good part-the growth rate. With a compound annual growth rate (CAGR) of 37% on the low end, Nvidia would not just outperform the market. No, no, no-it would crush it, like a sumo wrestler flattening a pancake. For comparison, the broader market usually pulls in around 10% a year, so if Nvidia can keep this up, you’ll be looking at some serious returns. And if the market turns out to be, say, half the size Nvidia’s forecasting? Even then, we’re still talking a CAGR of 19%. So yeah, still pretty impressive.

Now, the good news keeps rolling in. Nvidia’s supply of GPUs is already running low-demand is so high that companies are knocking on Nvidia’s door, asking for more. That means, as these companies build out their infrastructure for the AI revolution, they’ll be looking at Nvidia for the muscle they need to power their data centers. And with that kind of demand, it’s hard to imagine that Nvidia’s market projection is off by much.

Bottom line: Nvidia’s stock might be one of the last great deals left. Even though it’s already had a spectacular run, the need for AI computing infrastructure is just ramping up, and the billionaires are still buying. So, take a cue from them-maybe it’s time you stopped pretending you don’t care and added Nvidia to your portfolio. The future’s looking very, very bright.

Oh, and by the way, you might want to grab your popcorn-because this movie’s far from over. 🍿

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2025-09-13 13:49