Despite a turbulent start to 2025, some stocks are defying the odds. Markets have been rattled by a cocktail of uncertainty, from persistent inflation and ongoing tariff tensions to renewed fears of a potential recession.

The analyst sees export restrictions of advanced AI chips causing a marginal shortfall to Nvidia's revenue and earnings in the near term, but the recent dip in the stock, which shaved more than $300 billion off Nvidia's market cap, more than accounts for the revenue loss.