Oppenheimer’s ‘best of the best’ momentum list: NVDA, LRCX and more

Oppenheimer highlighted Nvidia as one of the largest names on its latest “best of the best” momentum screen, alongside Lam Research and several other stocks. The note is a technical/momentum screen rather than a new fundamental event, and it signals continued relative strength in selected names. Oppenheimer’s Momentum Overlay scores are based on 6-, 9- and 12-month risk-adjusted returns excluding the most recent month, and all names on the list carry Outperform ratings and Buy trend ratings. For Nvidia specifically, the inclusion reinforces bullish momentum sentiment around the stock and the broader AI/semiconductor trade, which can support investor interest even without a fresh earnings or guidance catalyst.