Why Nvidia Stock Is a Steal Right Now

In the wake of intense trade tensions, Nvidia (NASDAQ: NVDA) has seen its stock plunge by 28% since the beginning of 2025. However, this dip might be a golden opportunity for investors looking to make a savvy purchase. With shares currently valued at 16.3 times the projected 2028 earnings, this represents an unprecedented bargain in the booming AI sector.

Strategic Alliances Amid Market Challenges

While many are concerned about the slowdown in AI investments, Nvidia is busy reinforcing its position through new partnerships. Its recent collaboration with Alphabet's Google Cloud is a game-changer; the companies are working together to provide advanced AI capabilities to enterprises leveraging Nvidia's Blackwell platform. This partnership empowers businesses to use sophisticated AI systems that operate autonomously, making crucial decisions without constant human oversight.

Such innovations are especially vital for sectors dealing with sensitive data, like healthcare and finance. With this alliance, Nvidia is not just maintaining its relevance—it’s opening doors to entirely new markets focused on secure AI applications.

Revolutionizing Robotics and Physical AI

Nvidia is also accelerating its advancements in robotics and physical AI. At the recent GTC conference, they showcased a variety of robotic applications, ranging from surgical robots to autonomous delivery systems. The global robotics market is projected to skyrocket from $65 billion in 2024 to a staggering $376 billion by 2035, driven by an annual growth rate of 17%.

The humanoid robotics segment, in particular, is set to explode, reaching $38 billion—six times previous estimates. Nvidia’s technologies, such as Isaac Sim, allow developers to create and train robots in simulated environments, offering real-world solutions across diverse industries.

Unmatched Competitive Edge

Nvidia’s market dominance in graphics processing units (GPUs) remains strong. Their chips are specifically designed for AI workloads, paired with their robust CUDA software platform, which creates high switching costs for clients. This extensive integration across the AI ecosystem fortifies Nvidia’s position against competition, ensuring that its market share remains protected.

The emphasis on partnerships and expansion into all aspects of AI technology further solidifies Nvidia’s leadership role, making it a safer bet for long-term investors.

Why Now Is the Time to Buy Nvidia Stock

With a current valuation of 16.3 times projected earnings for 2028, Nvidia stock is an attractive investment. The chipmaker is at the forefront of the next computing frontier, and while challenges like tariffs loom, Nvidia’s growing partnerships and innovative technologies position it well for long-term success in the AI revolution.

Potential risks include competition from tech giants developing their own chips and the rise of alternative open-source solutions that might challenge CUDA's market hold. Moreover, Nvidia’s gaming segment has historically experienced ups and downs, adding to its near-term risk.

However, for investors willing to ride out the current market turbulence, Nvidia’s stock offers a compelling entry point. The rise of agentic AI and revolutionary robotics promises significant growth potential in the coming decades.

Final Thoughts: Should You Invest?

Before making a move, consider your investment strategy carefully. While Nvidia isn't on the latest list of top stock picks, its historical performance and innovative prospects indicate it could still be a wise choice for your portfolio. With the AI landscape rapidly evolving, this might just be the perfect moment to invest in Nvidia.