NVIDIA might seem like an odd choice for investors looking to profit from the mobile boom. After all, of all things, its bread-and-butter product is graphics processors found in PCs. How can a company reliant on PCs be anything but a sitting duck for the coming mobile revolution? In the case of NVIDIA, it’s not a sitting duck because the company saw a changing market and started adapting years before the competition.

Neither of NVIDIA’s direct peers foresaw a shift in technology the way NVIDIA did, yet NVIDIA gets lumped into the same basket as them, beaten down whenever negative PC news hits the presses. That’s a mistake that you can profit off.

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