Is there a stock in your portfolio that's gotten hammered over the past few weeks? If so, you're not alone. analyst Eric Bleeker has watched as one his favorites, NVIDIA (Nasdaq: NVDA), got annihilated in May's market dip.

The curious thing is-- and maybe this is true of your tumbler, too -- NVIDIA took a dive right after it released a pretty darn solid earnings report. It was a familiar story: the company beat its revenue and earnings estimates, but Wall Street was spooked by "poor guidance" and issued a thumbs-down rating that sent NVIDIA reeling by 30%. Such is life in an uncertain market: If a company refuses to claim that its future holds nothing but cloudless blue skies, it's labeled a loser.

Well, in spite of his stock's nose-dive, Bleeker had cause to celebrate. That's because he's betting on NVIDIA for the long term, and a price drop simply means he can scoop up more shares at a discount. NVIDIA is the maker of graphics cards for computers, and it produces a large collection of complimentary chips as well. As a result, the company is competitively well positioned and maintains a broad base in the computing industry. What's more, executives are focused on long-term trends and possess a solid plan to introduce new, high-margin technologies across a multi-year span -- maximizing long-term value even if that means sacrificing short-term profits.

Wall Street, ever myopic, may not like the sound of that, but it ought to be sweet music to the ears of buy-to-hold shareholders.

Eric Bleeker owns shares on NVIDIA, which is a Motley Fool Stock Advisor recommendation. The Motley Fool has a disclosure policy.