Is NVIDIA (NVDA) the Best Technology Stock to Buy for Long-Term Investment?

Maham Fatima

Wed, May 14, 2025, 9:27 AM 7 min read

We precocious published a database of the 13 Best Technology Stocks to Buy for Long-Term Investment. In this article, we are going to instrumentality a look astatine wherever NVIDIA Corporation (NASDAQ:NVDA) stands against different tech stocks to bargain for semipermanent investment.

On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared unneurotic connected CNBC to sermon AI, cybersecurity, and mega-cap tech, particularly arsenic tech stocks soar arsenic the US-China tariff woody boosts marketplace confidence. Jeff Kilburg archetypal identified the tech bundle assemblage arsenic the superior beneficiary of the caller marketplace intermission amid optimism and gains, and highlighted that markets are broadly positive. He noted that galore investors underestimated however rapidly a China commercialized woody would materialize and contrasted it with the UK deal, which was expected to beryllium a slower, tentative template. Kilburg suggests that faster deal-making could proceed and payment respective bundle companies, which person been overlooked owed to the absorption connected the MAG7. Dan Ives concurred with Kilburg’s presumption but singled retired NVIDIA arsenic the biggest near-to-medium-term beneficiary of the pause, particularly fixed its anterior vulnerability to China tariffs. He referenced the ongoing AI gyration and the surge successful AI-related stocks and described the existent situation arsenic a imagination script for tech investors. Ives anticipates caller highs for tech and the broader market. He besides described a ‘golden age’ for cybersecurity stocks, which are acting arsenic secondary beneficiaries of AI growth.

On a question astir the interaction of the admin’s absorption connected reducing national spending and debt, peculiarly connected companies that deduce important gross from authorities contracts, Kilburg responded that this fiscal subject is really affirmative for bundle companies arsenic it whitethorn thrust much spending toward businesslike bundle solutions. Kilburg besides addressed the sectors to debar oregon beryllium cautious astir amid the existent marketplace environment. He suggests trimming utilities, which person been a harmless haven but whitethorn present beryllium little attractive. He points retired that the VIX volatility scale dropping beneath 20, which is simply a large alteration from implicit 60 successful April, indicates reduced marketplace fearfulness and accrued capitalist confidence. This suggests a marketplace situation favoring higher-beta and growth-oriented investments alternatively than antiaircraft plays.

We archetypal sifted done banal screeners, ETFs, and fiscal media reports to compile a database of the apical tech stocks that person grown implicit 15% successful the past 3 years. We past selected the 13 stocks that were the astir fashionable among elite hedge funds and that analysts were bullish on. The stocks are ranked successful ascending bid of the fig of hedge funds that person stakes successful them, arsenic of Q4 2024.