Ramish Cheema
Mon, June 8, 2026 astatine 5:53 AM CDT 3 min read
Weitz Investment Large Cap Equity Fund discussed NVIDIA Corporation (NASDAQ:NVDA) successful its Q1 2026 capitalist letter:
“One takeaway from our ongoing portfolio investigation was that we did not person capable vulnerability to “what could spell right?” stocks. Over the years, our squad has done extended enactment connected companies with exceptional oregon plainly improving concern trends. Along the way, we person tried to travel Mr. Buffett’s proposal not to “pay a precise precocious terms for a cheery consensus” for their stocks. And, successful galore cases, we person been near successful the dust. The “March Madness” marketplace turmoil gave america a accidental to ain 5 caller “on deck” companies astatine reasonable-to-good prices crossed a scope of scenarios.
Over time, our concern squad has built a heavy cognition basal wrong the semiconductor industry. Three of our 5 caller portfolio additions reside successful the semiconductor worth chain. The AI information halfway infrastructure buildout has been “the” taxable of the past fewer years, and it is nary agelong to accidental that ASML, Taiwan Semiconductor, and NVIDIA Corporation (NASDAQ:NVDA) person been 3 of the champion companies successful the world. NVIDIA has a linchpin presumption successful the accelerated computing revolution, with a implicit ecosystem fueled by an integrated hardware and bundle platform.” (Click present to work the afloat text)”
While we admit the imaginable of NVDA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock. READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey connected Google News.

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