Nvidia Corp (NASDAQ: NVDA) is failing to deliver the kind of returns that investors have come to expect of it in recent years. Year-to-date, the AI darling is down nearly 25% at the time of writing.
But there are other large-cap names that have significantly outperformed NVDA since the start of 2025, but have further room to the upside, according to Victoria Greene.
She’s the chief investment officer at G Squared Private Wealth.
Three of such names that she likes in particular are: Walmart, Altria, and Netflix Inc. Here’s what each of these have in store for investors this year.
Walmart Inc (NYSE: WMT)
Greene is bullish on Walmart stock even though the retail behemoth issued muted guidance in February.
In fact, she sees the Bentonville headquartered firm as “a great place to hide out” from the new tariffs environment and the related economic uncertainty.
The G Squared expert agreed that WMT shares could consolidate for a while around the current levels, but said they’ll eventually claw their way back to over $100.
She’s projecting a more than 20% upside in Walmart stock from here as “if anybody is going to weather tariffs, it’s going to be WMT.”
Plus, Walmart is a dividend stock that currently yields of 1.10% as well, which makes it all the more exciting to own in 2025.
Altria Inc (NYSE: MO)
Greene recommends loading up on Altria stock at current levels as she believes in its commitment to becoming more than a tobacco company.
“It wants to be everything to help stimulate you, calm you, relax you,” she told CNBC in an interview this week.
The chief investment officer finds MO shares attractive since the price-to-earnings multiple tied to them at writing is lower than the broader market.
Greene expects Altria stock to hit $70 by the end of this year that translates to about a 20% upside from here.
Additionally, a rather lucrative 7.0% dividend yield makes MO a must own amidst the rising economic uncertainty.
Netflix Inc (NASDAQ: NFLX)
Netflix has been a star performer amidst the broader rout in US stocks due to continued uncertainty coming out of the White House.
Still, it’s one that could rally the most in the coming months, as per Victoria Greene.
In fact, she sees NFLX as strongly positioned to weather any potential slowdown that may materialise in the back half of 2025.
Even if you’re beginning to have to reduce your budget, you’re going to keep Netflix in there because they’re so good at pricing.
Greene expects Netflix shares to eventually be worth $1,500, which indicates potential for another 50% upside from current levels.
Shares of the streaming giant do not currently pay a dividend, though.
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