1. Nvidia ( NVDA) Company Profile: Nvidia is a visual computing technologies company and the inventor of the graphics processing unit (GPU). Share Price: $13.71 (Dec. 14) Potential Upside: 104% based on a price target of $28 Investment Thesis: Analyst Hans Mosesmann says that the bear case for Nvidia has been overstated and that headwinds won't materialize in the company's fiscal 2013. "Investors have been increasingly concerned about Nvidia's applications processor, Tegra, and its ability to compete given new dynamics in the tablet and smartphone market," Mosesmann notes. "In essence, we believe Qualcomm ( QCOM) will be successful in targeting the lower end of the market, but Nvidia's early lead at quad core will allow the company to have meaningful traction for Tegra in FY13." Interested in more on Nvidia? See TheStreet Ratings' report card for this stock.