My Pick: NVDA
If I had to choose only one stock for the gStocks Trading Campaign, my pick would be NVIDIA (NVDA). I would not choose it simply because AI is popular. The stronger reason is the combination of earnings growth, data-center demand, forward guidance and a price structure that has recently recovered from a sharp post-earnings pullback.

The campaign itself adds another layer to the decision: eligible users can receive up to 2% cashback after meeting the required trading conditions, while the holdings reward pool contains 50,000 USDT worth of gStocks. Combined with the cashback benefit, the campaign advertises a 100,000 USDT total reward pool. That makes stock selection more important than simply chasing whichever ticker is trending.

THE PRICE SETUP

The latest completed U.S. session available before this post closed NVDA at $230.36 on September 4, 2026. NVIDIA's own investor data shows the stock moving from $217.44 on September 1 to $224.41 on September 2, $228.45 on September 3 and $230.36 on September 4. That is a four-session recovery of about 5.9% from the September 1 close, showing that buyers stepped back in after the late-August weakness.

The recovery is particularly interesting because NVDA had fallen to $208.48 on August 24 before rebounding. The stock subsequently reached $227.98 on August 27, pulled back to $217.55 on August 28, and then recovered above $230. This tells me the market is still aggressively repricing expectations around NVIDIA rather than simply moving in one direction.

THE FUNDAMENTAL REASON

The biggest reason I prefer NVDA is the latest earnings report. NVIDIA reported $96.2 billion in fiscal Q2 2027 revenue, up 106% year over year and 18% sequentially. Adjusted EPS came in at $2.22, while gross margin was 75%. Even more important for forward expectations, management guided for approximately $108 billion of Q3 revenue.

This is not a company depending only on future promises. The current numbers already show extraordinary demand for AI infrastructure. The market therefore has a fundamental reason to continue paying attention to NVDA.

WHY THE AI CATALYST STILL MATTERS

NVIDIA's biggest catalyst remains the expansion of AI infrastructure. Data-center spending is moving beyond a small group of hyperscalers into broader enterprise deployments, while NVIDIA continues expanding its accelerated-computing ecosystem. Recent market coverage also highlighted growing enterprise AI-server demand as an additional positive signal for NVIDIA's infrastructure business.

The next phase is therefore not simply “Will AI grow?” The more important question is whether AI spending can remain large enough to support NVIDIA's exceptionally high revenue expectations. So far, the latest earnings and guidance provide strong evidence that demand remains substantial.

MY ENTRY PLAN

I would not chase NVDA blindly at every price. My preferred entry zone would be around $225–$231, using the recent breakout/recovery area as the starting point.

My first upside target would be $250, approximately 8.5% above $230.36.

The second target would be $270, approximately 17.2% upside.

A stronger momentum scenario could push toward $290, representing roughly 25.9% upside from $230.36.

These are strategy levels, not guaranteed prices.

RISK MANAGEMENT

The level I would watch most closely on the downside is the $217–$220 area. NVDA has already demonstrated that this region can become important during pullbacks. A sustained break below that zone would weaken my short-term bullish setup and make me reconsider the position rather than automatically averaging down.

There is also a larger risk: expectations are extremely high. NVIDIA's latest results were excellent, but a stock with this scale and valuation can still decline sharply if future growth merely slows instead of accelerating.

THE VALUATION QUESTION

NVIDIA is already one of the largest companies in the world, with its market capitalization recently around the $5.5 trillion area. That means the stock cannot rely on hype alone. It needs continued earnings growth to justify the valuation.

That is exactly why the latest $96.2 billion revenue figure matters. The bullish thesis is not “NVDA is expensive, so it must rise.” The thesis is that NVIDIA continues producing growth at a scale that few companies in the market can match.

CAMPAIGN STRATEGY

For the gStocks campaign, my approach would be staged rather than going all-in at once. I would consider the $225–$231 area as the initial zone, reserve additional capital for a pullback toward $220, and only increase exposure if price action confirms strength.

If the position moves toward $250, I would evaluate taking partial profit rather than waiting for a perfect top. At $270, I would reassess momentum, broader tech sentiment and NVIDIA's next fundamental catalysts.

At the same time, I would make sure any trading activity satisfies the campaign's actual eligibility and trading requirements before assuming cashback or rewards will be received.

WHY NVDA OVER TSLA OR AAPL?

TSLA offers enormous optionality through EVs, autonomy and robotics, while AAPL has exceptional ecosystem strength and cash generation. But for this particular campaign, I prefer NVDA because its latest earnings provide the clearest combination of triple-digit revenue growth, AI infrastructure demand and stronger forward revenue guidance.

That gives me a more measurable setup: fundamental growth supports the thesis, recent price action confirms renewed buying interest, and defined levels provide a framework for managing risk.

My choice is NVDA, with $225–$231 as my preferred entry zone, $250 as the first target, $270 as the second and $290 as an aggressive upside target. The key invalidation area is around $217–$220.

The most important point is that I am not selecting NVIDIA simply because it is the most famous AI stock. I am selecting it because the latest financial results show that AI demand is still translating into extraordinary real revenue growth.

For a campaign built around trading activity plus holding rewards, that combination gives NVDA the setup I find most compelling.
Market prices change continuously, and campaign eligibility, cashback conditions, supported gStocks and reward rules should be checked on the campaign terms before trading. This is a personal market strategy, not a guarantee of profit.

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