Nvidia experienced a turbulent start to 2025, but the chipmaker remains a favorite among investors who continue to bet on its long-term growth, the Wall Street Journal reports.
Despite a brief market scare in January, Nvidia’s stock has largely rebounded, demonstrating the resilience of investor enthusiasm for the AI-driven tech giant.
In late January, Nvidia lost nearly $600 billion in market value in a single trading session following news of a lower-cost artificial intelligence model from Chinese company DeepSeek. The announcement briefly rattled investor confidence in Nvidia’s dominance within the AI sector. However, since that initial drop, the stock has regained much of its lost value.
Despite being down 3% for the year and nearly 9% from its January 24 level, Nvidia’s stock remains up almost 800% since the end of 2022. Many investors view recent fluctuations as short-term noise rather than a fundamental shift in the company’s long-term prospects.
Retail investors, in particular, have maintained strong faith in Nvidia’s future. According to Vanda Research, they have poured over $5.7 billion into Nvidia stock in 2025—more than twice the net inflows seen during the same period last year. The largest single-day investment occurred on the day of the DeepSeek selloff, with $562 million flowing into the stock.
Trading activity further underscores the company’s popularity. Nvidia ranks as one of the top two most traded stocks on Interactive Brokers in 2025, with nearly 554,000 net buy orders placed as of mid-February.
“Nvidia continues to be the golden child of the AI revolution,” said Dan Ives, managing director at Wedbush Securities. “Nothing’s changing that, including DeepSeek.”
As Nvidia prepares to release its latest earnings report, investors are positioning for potential stock movements. Options trading data from Cboe Global Markets shows high activity in call options betting on Nvidia’s stock rising to $145 or even $160—significantly above its recent close of $130.28.
Analysts expect Nvidia to report a 59% increase in earnings and a 72% rise in revenue from a year earlier, according to FactSet. Historically, Nvidia’s stock has seen an average movement of 8% following its earnings reports, and traders are pricing in a potential 9% swing this time.
For many investors, holding Nvidia shares is not just about short-term gains but a belief in the long-term future of artificial intelligence. Some, like 76-year-old attorney Max Schechner, have been invested in Nvidia for years. Schechner, who first bought the stock in 2019 when it traded at $4.82, now holds Nvidia as 10% of his portfolio.
“I just can’t let go,” he said.
Schechner added that he remained confident in Nvidia despite the January dip.
Others, like management consultant Mike Smith, also see Nvidia’s recent decline as temporary.
“To me, that was just a flash in the pan,” said Smith. “It’s really hard to think of any scenario where Nvidia is less important in 10 years.”
The broader tech sector has faced challenges in 2025, with the so-called Magnificent Seven—a group of leading technology stocks—experiencing declines. The Roundhill Magnificent Seven ETF is down 3% this year, compared to a 1.7% rise in the S&P 500.
