---
title: "Biggest opportunity in the market right now: Nvidia, says GMO’s Tom Hancock"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292940617.md"
description: "GMO's Tom Hancock identifies Nvidia as the market's biggest opportunity, citing its neglect by investors despite AI dominance. GMO recently bought Nvidia at under 20x forward earnings, viewing it as attractive given secular tailwinds. The firm also invested in power infrastructure plays like Schneider Electric and Trane for data center buildouts, while avoiding memory stocks due to unsustainable pricing dynamics driven by scarcity."
datetime: "2026-07-16T18:43:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292940617.md)
  - [en](https://longbridge.com/en/news/292940617.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292940617.md)
---

# Biggest opportunity in the market right now: Nvidia, says GMO’s Tom Hancock

The biggest equity market opportunity right now is hiding in plain sight: Nvidia (NVDA). In an interview with CNBC, Tom Hancock, portfolio manager of the GMO U.S. Quality ETF, said that despite being the dominant force in AI semiconductors, Nvidia (NVDA) has been surprisingly neglected by investors, with its stock barely outperforming the market ye...

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TT.US](https://longbridge.com/en/quote/TT.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [NVD.US](https://longbridge.com/en/quote/NVD.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md)
- [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md)
- [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md)
- [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md)
- [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md)
- [09388.HK](https://longbridge.com/en/quote/09388.HK.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Related News & Research

- [DeepSeek’s $71 Billion Boom Collides With an Awkward Nvidia Question](https://longbridge.com/en/news/293972328.md)
- [Brookfield Asset Management - Naver, Nvidia And Brookfield To Invest In Gigawatt-Scale Ai Cloud Infrastructure In Korea And U.S. - SEC Filing](https://longbridge.com/en/news/293930858.md)
- [Nvidia's Potential $250 Billion OpenAI Financing Deal Is Reviving a 1990s Tech Bubble Habit, Analyst Warns: 'Usually Don't End Well'](https://longbridge.com/en/news/294077412.md)
- [Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War](https://longbridge.com/en/news/294255896.md)
- [Alphabet, Amazon, and Meta Will Spend Over $500 Billion on AI in 2026. Nvidia Collects a Huge Share.](https://longbridge.com/en/news/293878735.md)