Core Insights - Man GLG holds $1.66 billion in NVIDIA Corporation (NASDAQ:NVDA) shares, accounting for 3.17% of its 13-F portfolio as of Q2 2025, and it is among the top 10 stock picks with the highest upside potential [1] - Analyst sentiment towards NVIDIA remains broadly bullish, with the company continuing to lead in the artificial intelligence sector [2] Analyst Ratings and Price Targets - Cantor Fitzgerald raised its price target on NVIDIA from $240 to $300 while maintaining an "Overweight" rating, citing the AI market as being in the early stages of a multi-trillion dollar infrastructure build-out, expecting NVIDIA to capture 75% of the AI accelerator market and reach $11 EPS by 2027 [3] - Mizuho increased its price target on NVIDIA from $205 to $225 with an "Outperform" rating, projecting over $300 billion in AI data center revenue for the company by 2028 [4] - Piper Sandler also rated NVIDIA as "Overweight" with a $225 target, highlighting sustained demand that exceeds supply amid ongoing China-related constraints [4] Company Overview - NVIDIA Corporation is a global provider of graphics, compute, and networking solutions, specializing in accelerated computing for data centers, AI software, networking, automotive platforms, robotics, and DGX cloud computing services [5]