Ray Dalio’s Actions – Not His Words – Keep Me Buying Nvidia

Quick Read

• Ray Dalio warns of an AI bubble while Bridgewater holds NVDA as its largest individual stock; revenue surged 106% to $96 billion last quarter.

• AMD’s 224x P/E and 11% operating margin can’t compete with NVDA’s 60%; Broadcom’s 86% growth still trails NVDA while carrying significant debt risks.

• Vera Rubin’s $40 billion per gigawatt revenue opportunity and a new dual-payment model extend NVDA’s supply-constrained growth runway through 2028.

• Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn’t make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.

I keep adding to my NVIDIA (NASDAQ:NVDA) position, and the latest push came from a source I didn’t expect: Ray Dalio. At the Forbes Global CEO Conference in Singapore, Dalio said the AI boom resembles a “classic bubble” and that we are nearing one. Then I looked at his portfolio. NVIDIA is Bridgewater Associates’ single largest individual stock holding and third-largest position overall. When a famous investor’s warnings and his holdings disagree, I go with the holdings.

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