We recently released a list 10 shares of Billionaire Ray Dalio's Bridgewater with huge upward potential. In this article, we will explore the stock picks of Nvidia Corporation (NASDAQ:NVDA) with other billionaire Ray Dalio’s Bridgewater, which have huge upside potential.
Until February 18, 2025, the stock market seemed ready to replicate the 2020-2022 Bull Run. In addition to a slight correction in April and August 2024, the market is in a general upward trend. Investors expect this trend to intensify due to Trump’s effect. But before President Trump's re-election, some voices, including Ray Dalio, pointed to the potential risks of the president's role in the market.
Ray Dalio has been created Bridgewater colleagues 1975. But as of 2025, billionaire investors are not part of the main management of hedge funds. He currently serves as a mentor of the Co-chair Investment Officer (CIO) and a member of the Bridgewater Committee. Dalio also runs his home office, the Dalio family office, which manages over $15 billion in assets. He also works in philanthropy, and he has not yet avoided sharing his economic and investment insights through books, interviews and social media.
Bridgewater has grown into the world's largest and most famous investment company. Over the past 10 years, the fund has returned 39.40% over the past 12 months, while 17.30% of funds have returned 17.30%. But, as Dalio predicts, Trump administration’s policies could endanger Bridgewater’s ability to reward investors.
Since his second term, Trump has made tariffs a key part of his administration's economic policy. He issued an executive order on his first day of office and threatened to impose a 25% tariff on all goods in China, Canada and Mexico. During the liberation day in April, tariffs have been escalating. The S&P 500 has been hit again. For example, between April 2 and April 8, 2025, the wide market index was withdrawn by 12%. April 2, exactly the day of Trump’s speech on Liberation Day, marked a major tariff escalation.
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Although the stock market appears to be correcting as of May 1, 2025 (the S&P 500 has increased 12% since April 8), Dalio believes Trump's tariffs have caused irreversible losses. According to an article on Monday X, Dalio said many of his indicators told him: “We are on the brink of a monetary order, and domestic politics and international world orders are collapsing due to unsustainable, bad fundamentals.”
Dalio was upset about Trump's tariffs when he appeared on NBC's Meet Media recently. According to billionaire investors, President Trump's actions have put the United States on the brink of a recession, or may be "worse". He noted in particular that the chaotic implementation of tariffs has led to volatility in global markets and economic uncertainty.
If Dalio tries to say the market is frightened, then he is not wrong. Investors are very scared based on the CBOE Volatility Index or VIX (measures market sentiment). The index rose to its highest level in five years after the speech on Liberation Day, but then climbed down. Still, the index is up 14% from its position 30 days ago.
Amid the fears in the stock market increase, Dalio's Bridgewater continues to register earnings. In the first quarter alone, the fund rose 9.9%. The fund can publish such growth in tough markets, which illustrates its management. That's why you should be careful about the billionaire stock picks with huge upward potential.
We filtered by Bridgewater Associates SEC Q4 2024 13F. We focus on the fund's most valuable stock holdings (excluding ETFs and options) and then rank stocks based on analyst price targets (as of May 2). We chose stocks with at least 30% upside potential and then ranked them in order.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
Close-up of inserting a colored high-end graphic card into a gaming computer.
Bridgewater Associates Equity Value: $469,660,743
As of May 2: 47.15%
Number of hedge fund holders: 223
NVIDIA Corporation (NASDAQ:NVDA) is a global technology giant that designs graphics processing units (GPUs) and AI software. Its products feature the power immersive gaming experience of GEFORCE GPUs and advanced visual computing for creative professionals and researchers.
NVIDIA Corporation (NASDAQ:NVDA) is one of the main (if not major) catalysts of the current AI revolution. Its GPU architecture forms the backbone of globally generated AI systems. However, the company actively expands its AI ecosystem through strategic partnerships and innovation. NVIDIA (NASDAQ:NVDA) is working with Alphabet (NASDAQ:GOOGL) to research agent and physical AI programs covering infrastructure and open model optimization. The company also plans to establish the NVIDIA Accelerated Quantum Research Center (NVAQC) in Boston. The facility will integrate leading quantum hardware with AI supercomputers to develop quantum computing architectures and algorithms.
NVIDIA Corporation (NASDAQ:NVDA) financial performance directly reflects its dominance in the AI market. The company released record-breaking results in the fourth quarter of 2025; quarterly revenue was $39.3 billion, up 12% from the third quarter of 2025 and 78% year-on-year. Data center revenues (mainly powered by AI applications) were $35.6 billion, up 93% from the previous year. With the AI market expected to be in 2033 (starting from $189 billion in 2023), investors may continue to read record numbers for NVIDIA's (NASDAQ:NVDA) future earnings report. The reality will get a huge boost from the company's successful upgrade of its Blackwell AI supercomputer. On April 16, Stifel analysts maintained a buy rating and a $180.00 price target on NVIDIA (NASDAQ:NVDA).
Overall, NVDA Ranked fourth There is huge upside potential in the stock picks of our billionaire Ray Dalio's Bridgewater. Although we acknowledge the potential of NVDA as an investment, our belief is that AI stocks have greater hope and can deliver higher returns and conduct them in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for more promising AI stocks than NVDA, but their earnings are trading at less than 5 times the price, check out our report The cheapest AI stock.
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Disclosure: None. This article was originally published in Internal monkey.