Nvidia at Two Years: A 77% Gain and What It Took to Hold
As seen on the 24/7 Wall St. homepage on September 14, 2026.
Two years in Eric Bleeker's AI Portfolio, and Nvidia has nearly doubled from the $119.14 entry, even after an 18% drawdown in spring 2025 shook out anyone without patience. Holding through the chop was the whole trade.
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Eric Bleeker added Nvidia to his AI Portfolio at $119.14, and two years later the position is up 77.1%, a return that required surviving a stretch most investors never get to see rewarded.
After building meaningful gains, the position sank into an 18.2% drawdown in spring 2025, and investors who sold near that low locked in a loss on what eventually became one of the portfolio's standout performers.
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The recovery from that trough was not a straight line. Returns ground back through single digits, then accelerated through the back half of the holding period, compounding the kind of gain that only materializes for investors who do not react to every pullback.
At 732 days, this position has been tested by volatility, a significant sentiment-driven selloff, and repeated stretches of negative returns. The gain is the version of the trade that required patience to collect.
Sources
Mentioned: NVDA