NVIDIA Corporation (NASDAQ: NVDA) continues to shine as a top contender among the best long-term stocks despite a turbulent 2025 market environment.
The S&P 500 and Nasdaq 100 had phenomenal runs in 2023 and 2024, fueled by the AI boom that propelled major tech players to record gains. However, 2025 has introduced new headwinds — policy uncertainty, elevated inflation risks, and a potential stagflationary scenario — putting pressure on valuations.
Why Risks Are Elevated — But Opportunities Exist
Market experts such as Dan Greenhaus from Souls, Stephanie Guild from Robinhood, and Brian Levitt from Invesco recently weighed in during a CNBC interview. Greenhaus suggested that worst-case scenarios may already be priced in, particularly regarding tariffs’ impact on inflation. While cautious, he remains optimistic that opportunities will emerge.
On the other hand, Guild and Levitt advised more caution. Levitt noted that valuations, particularly for the S&P 500, remain historically high even amid growing risks, leaving room for earning misses that could trigger further market downturns. Guild emphasized that expectations for corporate earnings are still elevated, implying a potential correction if companies fail to deliver.
Still, volatile periods often offer prime entry points into companies with strong balance sheets, technological leadership, and long growth runways — and Nvidia fits that description well.
Nvidia’s Strengths in the Long Term
Nvidia’s dominance in AI, data centers, and accelerated computing puts it in a rarefied league. Even with 2025 bringing a 30% stock price drop and trade war concerns threatening a slice of revenue, Nvidia’s long-term prospects remain robust.
Nvidia’s H20 chips, AI leadership, and cloud partnerships with giants like Microsoft ensure it stays relevant. Furthermore, its ecosystem approach — encompassing GPUs, networking hardware, and AI software platforms like CUDA — creates deep competitive moats few rivals can match.
Hedge Fund Interest Signals Confidence
Our methodology for ranking the best long-term stocks involved analyzing elite hedge fund ownership through Insider Monkey’s Q4 2024 database. Nvidia emerged as one of the top favorites, showing significant smart money interest even amid market turbulence.
Top investors see Nvidia not just as a high-growth tech name, but as an essential building block for the next era of AI-powered industries.
Although near-term volatility remains, Nvidia offers a compelling mix of innovation, market leadership, and strategic resilience. For long-term investors with the patience to weather short-term storms, NVDA remains one of the best stocks to consider for 2025 and beyond.
