Nvidia Doubles in Eric Bleeker’s AI Portfolio After 753 Days
Eric Bleeker's AI Portfolio has seen its investment in Nvidia double after 753 days, turning an initial $1,000 into approximately $2,005. The position was opened in September 2024, and the return of 100.5% came after a period of volatility that included drawdowns below the entry price. This long-term hold demonstrates how patience and conviction in AI-driven stocks can pay off, even as many investors may have exited during the pullbacks, missing out on the eventual gains.
Nvidia's stock reached a new 52-week high of $238.90, marking a 1.5% increase from its previous high on May 14, 2026. This milestone underscores the company's continued growth and dominance in the AI sector. Despite the positive momentum, Reddit discussions on October 5, 2026, showed Nvidia as the lone bearish name among the most-discussed stocks, with only 11 comments and 170 upvotes.
Jim Cramer, in his October 5, 2026, episode of Mad Money, highlighted that Nvidia, along with Microsoft and Meta, was carrying the Nasdaq to record closes. He warned that without these three stocks, the broader market showed weakness, indicating a narrow leadership in the current rally. Cramer also noted the 30-year yield climbing to 5.66%, suggesting it could cap any broad market rally.
Other notable mentions in the financial sphere included Anthropic's IPO filing, which outlined a $2 trillion valuation and $4.59 billion in projected 2025 revenue. This development further emphasizes the bullish case for AI-related infrastructure stocks, as Anthropic's cloud and compute obligations totaled $518 billion.