With the markets selling off a bit, investors should examine which dominant stocks are good bargains. Much of the fear driving the sell-off is a potential trade war triggered by President Donald Trump’s tariffs (or threat of tariffs).
I’ve pinpointed two stocks that look unstoppable and will be able to weather the storm just fine: Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Each looks like a strong buy now, and any further weakness is an even greater buying opportunity.
Nvidia makes graphics processing units (GPUs), which have been widely used as the computing muscle behind the artificial intelligence (AI) arms race. Over the past two years, Nvidia has sold a ton of GPUs to various big tech companies, but 2025 looks to be another record-setting year. biggest clients have all stated they will have record capital expenditures this year, mostly centering on the build-out of AI computing infrastructure, which benefits Nvidia.
However, Nvidia’s stock sold off recently due to fears of a potential trade war. I don’t think this argument holds water, as the AI arms race isn’t going to slow down. Nvidia’s largest clients have massive cash reserves and huge cash flows, so even a moderate economic drawdown won’t affect their spending plans. It’s too important to capture market share in the early days of this AI arms race, which makes Nvidia a no-brainer stock to buy right now, especially because it’s down around 25% from its all-time high.
Nvidia was well aware of the threat of tariffs when it reported its Q4 results, and it still gave guidance for 65% revenue growth for Q1. Wall Street analysts also haven’t touched their FY 2026 (ending January 2026) projections much, as they project revenue growth of 56% and earnings per share (EPS) of $4.50. That prices Nvidia’s stock at 24.5 times forward earnings, which is dirt cheap considering that the broader S&P 500 trades for 21.6 times forward earnings.
Nvidia is about as no-brainer a buy right now as it gets, and investors should take advantage of this broad weakness to buy shares.
If Nvidia is cheap, Alphabet is bargain-bin cheap. While Alphabet doesn’t have near the growth that Nvidia has (analysts expect 11% revenue growth in 2025), it does have a steady advertising business from one of the most widely used platforms in the world: Google. This drives steady revenue growth, which pairs well with Alphabet’s other growth divisions, like its self-driving car division (Waymo) and cloud computing wing (Google Cloud).
