On April 21, Chris Davis of Davis Advisors appeared on “The Exchange” on CNBC to talk about selectivity on the current market. Davis stressed that putting companies in groups like the MAG7 covers their underlying companies, which can have different fundamentals and therefore prospects. For this reason, he recognized that he has certain actions of Mag7 but not all. Davis also said that its global objective is on value and growth, which leads it to a diverse set of participations and not only to technology, such as financial names and health names. He then argued that the market returns to selectivity and active management. He suggested that active management is positioned for resurgence because the indices have become very concentrated and richly appreciated.
Davis has acknowledged that although it cannot predict short -term movements of the market, the current environment is ideal for shares of action that can identify resilient companies that are negotiated with reasonable assessments. He considers this as an opportunity for the active management of surpassing, while investors move away from the index focused on the momentum investing towards a more selective approach. He noted the growing popularity of ETFs actively managed as proof that investors are starting to act on this change in the concentration of the index. He also thinks that in the Mag7, only a few companies are really well positioned. Similarly, within the S&P 500, only 5% to 10% of companies have the resilience and sustainability necessary for these volatile times.
Davis presented what he considers the main transitions shaping the current investment environment. First, he described the passage of almost 15 years of free money to a more normal interest rate environment. Secondly, he stressed the end of an era of globalization of several decades, which was replaced by relieving, increasing nationalism and geopolitical tensions. Third, he underlined the impact of AI. He said these transitions occur in a context of market convenience, with high assessments and concentrated growth expectations.
We first used the screening of Finviz shares to compile a list of the main actions which were negotiated less than $ 100 in April 22. We then selected the 12 actions that were the most popular from the Elite Headest Funds and that analysts were optimistic. The actions are classified in the growing order of the number of hedge funds which contain issues in the fourth quarter of 2024. Hell fund data came from the monkey initiate database which follows the movements of more than 1000 elite monetary managers.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (sEe more details here).
NVIDIA Corp. (Nasdaq: NVDA) Is it the best action of less than $ 100 to buy according to the Hedge Funds?
A close -up of a high -end colorful graphics card being connected to a game computer.
Action price on April 22: $ 96.91
Number of hedge holders: 223
NVIDIA Corp. (NASDAQ: NVDA) is an IT infrastructure company that provides graphics and calculation and networking solutions. Its products are used in games, professional visualization, data centers and car markets. It sells its products to several customers, including OEMs, manufacturers of original devices, integrators and systems distributors and independent software providers.
The NVIDIA data centers segment made a record of $ 35.6 billion in revenue in FQ4 2024, which increased 93% in annual sliding. Blackwell’s revenues totaled $ 11 billion in this quarter, which marked the fastest product ramp in the history of the company. However, Argus lowered the share of action at $ 150, compared to $ 175 with a purchase note on April 17. The company believes that new American license requirements for IA flea exports, which include H20 models from Nvidia, will have an impact on quarterly profits of $ 55 billion.
NVIDIA Corporation (NASDAQ: NVDA) is positioned for continuous growth, driven by its leadership in AI infrastructure, data center solutions and gaming technology. Nvidia income has more than doubled in each of the last two exercises. Its negotiation power is obvious in its operating margin, which extended to 62.4% in 2024.
Guinness Global Innovators is very optimistic about Nvidia Corp. (Nasdaq: NVDA) because of its dominant position on the AI fleas market. He said the following in his Q4 2024 Investors’ letter:
“For a second consecutive year, NVIDIA Corporation (Nasdaq: NVDA) was the most efficient stock of the fund, offering a stellar yield of + 177.7% compared to the year. Since the beginning of last year, the GPU “ HOPPER ” of NVIDIA have been at the center of the explosion of the demand for chips sufficiently powerful and effective to facilitate the energy requirements of the AI processes within the data centers. Originally having more than 95% of the market share in these types of fleas, Nvidia quickly strengthened its position as technological leader in space, launching the successor of the GPU “ Hopper ” current in March, Blackwell, inhibiting the AMD and Intel by perpetuating significant breakthroughs in the share of the rapid market. Compared to the previous iteration (hopper) which continues to fuel the extreme growth of NVIDIA income, the Blackwell chip is twice as powerful for the formation of AI models and has 5 times the capacity with regard to “inference” (the speed at which the models of AI respond to requests). Throughout the year, Nvidia’s financial performance has remained resilient. The quarterly income reached $ 35.1 billion in their last quarter, exceeding consensual expectations of 6% and representing an increase of + 94% of one year on the other. In addition, the NVIDIA data centers segment, driven by the Hopper chip (H100), has been quintuple in the past year, highlighting the sustained demand for advanced AI infrastructure. The H100 chip, at the price of around $ 40,000, continues to see significant adoption because of its ability to improve the efficiency of the formation of the AI model while reducing overall costs. This growth should continue as companies invest in upgrading existing data centers and the creation of new, Nvidia well placed to seize a large part of the estimated market opportunities of 2 dollars of dollars over the next five years. There have been concerns about Blackwell’s production delays, which caused the volatility of the equity prices, however, Nvidia recovered quickly, driven by positive results of profits throughout the year and management of management concerning the future offer. In addition, the publication of the chip H200 promises to extend the technological leadership of Nvidia, guaranteeing continuous impulse in 2025. Although Nvidia’s evaluation remains a subject of debate, action is not a significant premium in history, and it always seems reasonable given its dominant market position, its innovative prowess and exposure to tendencies of the long -term growth in the II, its calculation Cloud Computing and its data infrastructure. Consequently, Nvidia remains well positioned to provide long -term sustained outperformance, making it a cornerstone of growth -oriented wallets. »»
Overall, NVDA 1st On our list of the best actions of less than $ 100 to buy according to hear funds. While we recognize the growth potential of NVDA, our conviction lies in the conviction that AI actions are very promising to provide high yields and do it within a shorter period. There is a stock of AI that has increased since the beginning of 2025, while the popular AI shares have lost around 25%. If you are looking for a more promising AI actions than NVDA but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
