By Keithen Drury
Publication Date: 2026-10-26 08:30:00
Narrowing down a portfolio to only one stock is a terrible investment strategy. However, it’s an exercise worth doing to uncover your convictions and your fears. While you may be confident a certain quantum computing company is going to work out, you wouldn’t put all of your eggs in that basket. Instead, most investors will balance long-term return potential with its estimated success rate, and my top stock marries those two into one of the most potent combinations ever seen in the stock market: Nvidia (NVDA -0.59%).
Investing in Nvidia is a bet that the artificial intelligence (AI) build-out will continue for many years uninterrupted. Considering the number of breakthroughs AI is delivering and the efficiencies it’s unlocking in the workplace, it has already begun to prove its value. There’s still a lot more to come, and demand for more AI computing power will remain the status quo for many more years. To top it off, Nvidia’s stock is pretty cheap and well-positioned to deliver strong returns. All of this adds up to Nvidia being my top stock now, but there’s even more to the picture.
Image source: Nvidia.
Nvidia has major growth ahead
The AI build-out has been incredible in 2026, but it’s going to get even more intense during 2027. Nvidia estimates that the big five AI hyperscalers will make nearly $800 billion on data center capital expenditures (capex) in 2026, but that figure rises to $1.3 trillion in 2027. That’s a 63% rise in just a year’s time, which is simply…
