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.

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. NVIDIA’s not only is a dominant player in mobile, but it’s also prospering from emerging market growth and has established itself as a central figure in high-end computers ranging from workstations to supercomputers, a lucrative offshoot of the PC era that should provide high profits for decades to come. [Read more…]