the S & P 500 It declined again from its declines from the year and finally appears gains, an increase of 2 % so far this year. The future is not certain, especially with regard to tariffs, and investors are careful.
But this does not mean that investors take a break. The shares continue to rise and bottom, with many market strikes and many arrears in the market; The S& P 500 is average, after all, and some investors enjoy heating, and they often oppose, views of different stocks.
Photo source: Getty Images.
Take Timing(Nasdaq: tsla)For example. Eileon leads musk Powerhouse There are certainly some million, but they are facing increasing competition, among other issues, and has decreased by 27 % this year-including a two-number loss on Thursday after CEO Elon Musk and President Donald Trump publicly erupted on social media. Nafidia(Nasdaq: nvda) It is also a stable stock, as Bulls and Bears are divided over the size of the company’s future company.
The investor of at least a billionaire investor explained his current opinion. Hedge box The third point, run by billionaire Dan Loop, has about 45 property rights functions. In the first quarter, the third sold all of Tesla and Definition platforms(Nasdaq: Meta) The stocks, have bought 1.45 million shares of NVIDIA shares, at a value of $ 157 million, in addition to some other deals. Let’s see what investors think about these shares today.
The hedge fund is described at the third point as “a opportunistic approach that depends on the event to find investments.” While its wallet usually has about 45 shares, it changes frequently. This strategy will affect how it is invested, and as with hedge funds in general, it has different goals from the ordinary individual investor who does not invest billions of dollars.
For the first time, the box bought the shares of Tesla in the third quarter of 2024 and increased its share in the fourth quarter, and finally it was finally delivered in the first quarter of 2025.
It is not difficult to know the reason for investor concern about Tesla shares at the present time. EV in the United States has tons of new competition, and car revenues decreased by 20 % from last year in the first quarter, which led to a 9 % decrease in total revenue. The new Robotaxi initiative, on which investors depend on breathing a new life to the company, may not be the savior that the company needs to recover. There are already other self -driving cars on the road or in business, and it may take time until the technology becomes strong enough to be a real supporter in revenue.
In addition, Tesla took a black eye when Musk was working as a private temporary federal employee and became one of the closest and most controversial Trump advisors. Musk left the Ministry of Governmental efficiency (DOGE) to re -focus on his work, as he witnessed the delivery of delivery and profits in the first quarter. But now that Musk was publicly competing with Trump – and the president threatens to withdraw federal contracts from Musk Bus – Tesla shares are back again.
Tesla shares are far from cheap, as they are traded with 164 times profits for 12 months. Tesla arrow has risen about 68 % of Time Thred Point, and given its strategy, it seems that it may be an appropriate time to attract its profits.
Meta is the leader in social media and digital advertising, and two increasing industries. The digital advertisement continues to replace publications ads, and as a low -cost company, Meta benefits from its unparalleled platforms to generate high profits. Revenue increased by 16 % year on an annual basis in the first quarter, and the net income increased by 35 %. It has a superb margin that was 41 % in the first quarter.
Meta stocks are not just like Tesla or NVIDIA, where investors (somewhat) see a uniform in a long -term good play. It increased by 18 % in 2025, overcoming the rest of the “wonderful” stocks.
Thier Point Stock Meta has been bought in the third quarter 2023, and has risen by 132 % since then. Although Meta is overcoming the market this year and still has huge opportunities, Loop and his team may see this time right to take their profits, especially if they are looking for capital to invest in other stocks led by current events, such as NVIDIA.
While the Third Point has made strong money from its investments in Meta and Tesla, it has been absent from the huge gains in NVIDIA shares, which have increased by 1500 % over the past five years. LOB is clearly believed to be out of completion, and as NVIDIA shares decreased earlier this year and traded at a deal price, it seemed ripe to pick up.
NVIDIA shares retreated in February when news appeared about the Deepseek platform for cheap artificial intelligence in China, but NVIDIA confirmed that it was good news for the entire artificial intelligence industry, and that its best chips in its class will be in a greater request. With two excellent profits since then, the market has redistributed the strength of artificial intelligence.
Revenue increased by 69 % year on an annual basis in the first quarter of 2026 (ending on April 27), and the demand for the latest Blackweell Ai technology. It is real to continue to report this high growth when he already has $ 148 billion in 12 -month retarded revenue, and it is incredibly profitable, with $ 78 billion in 12 -month retarded income and a 52 % profit margin.
As an unparalleled pioneer in this industry, with continuous innovation, NVIDIA has enormous opportunities as the Impressive IQ becomes part of daily life and companies need their chips to present them. Kirz at the top, NVIDIA shares are traded at only 25 times profits, and one -year profit.
It is easy to see why Lope believes is a good time to buy NVIDIA today, and hold it back. Investors can still find a value in buying NVIDIA shares at the current price.
Before buying shares in NVIDIA, think about this:
the Motley Adviser is a lie The analyst’s team has just identified what they think 10 best stocks For investors to buy now … Nvidia was not one of them. The ten shares that made the pieces can produce monster revenues in the coming years.
Look at whenNetflixThis list was submitted on December 17, 2004 … if you invest $ 1,000 at the time of our recommendation,You will have 669,517 dollars! Or when NafidiaThis list was presented on April 15, 2005 … if you invest $ 1,000 at the time of our recommendation,You will have 868,615 dollars!
Now, it is worth notingStock consultantAverage overall return792 %-outperforming the magical performance in the market compared to173 %For S&P 500. Don’t miss the latest 10 best list, available when joiningStock consultant.
*The stock consultant dates back from June 9, 2025
Randy Zuckerberg, former Director of Market Development and Speak for Facebook and Sister to Meta Platforms, Mark Zuckerberg, member of Motley Fool Board of Directors. Jennifer Saibel He has no position in any of the mentioned stocks. Motley Fool has parking for identification platforms, NVIDIA and Tesla. Motley deception has Disclosure.
