By Joey Frenette
Publication Date: 2026-03-10 14:43:00
Nvidia (NVDA): $4T+ valuation, 1,300% gain in 5 years, 75%+ gross margin, Leo KoGuan bought 1M shares (~$180M)
Billionaire Leo KoGuan placed a massive Nvidia bet, rejecting AI bubble concerns and viewing recent stock volatility as opportunity amid strong business fundamentals and high margins.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.
Nvidia (NASDAQ:NVDA) stock has hit a ceiling, and it could stay under it for a while longer, especially since it’ll be time in a few months until that next round of quarterly tech earnings. Of course, there’s GTC 2026 coming up and, with that, there are rumors surrounding some potential surprises for Jensen Huang and company to pull the curtain on. Perhaps a hyper-efficient inference chip to complement its already powerful lineup that’s due for the second half of the year.
If you bought anytime in the past five months, you’re probably thinking that it’s game over for Nvidia. It’s a more than $4 trillion company now, and another doubling of the share price would take it to nearly $9 trillion. That seems a bit outlandish, especially since a bulk of the AI training opportunity is already in the rearview mirror now, right?
As agents and robots look to emerge, perhaps the inference opportunity is enough to keep Nvidia on top of the chip world and the S&P 500. But even with all the bullish tailwinds behind the firm as well as the AI revolution at large, it’s hard to justify…
