BREAKING: Nvidia $NVDA just disclosed updated stock positions.
They own:
-$30B worth in $INTC stock
-$21B worth in $SPCX stock
-$4.6B worth in $CRWV stock
-$3B worth in $COHR stock
-$2.2B worth in $NOK stock
-$2.1B worth in $SNPS stock
-$328M worth in $NBIS stock
-$14M worth in $GENB stock
20 Followers 636 FollowingHungary, without the noise. Daily macro briefing on Hungary and CEE. Independent, public sources only. Not investment advice.
244K Followers 392 Following• App Economy investor
• French in Silicon Valley
• Gaming industry veteran
• Previously @PwC & @BandaiNamcoUS
• 300K+ read my newsletter How They Make Money
873K Followers 143 FollowingChief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
167K Followers 1K FollowingSemiAnalysis
AI Infrastructure Research and Consulting
DMs are open for consulting, quotes, or to talk shop,
Opinions my own
288K Followers 2K FollowingAuthor/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
2.7M Followers 603 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
580K Followers 1K FollowingCompounding. Economy & politics, investing, charts and irony. Born in Europe, made in USA. No investment advice. I’m not on Threads, Telegram, Bluesky etc.
291K Followers 338 Following• Stock/Option Trader 📈 • 24/7 profit 💎 • Founder of Mikes Trading 👑 • I’m not a financial advisor • (You are responsible for your choices)
122K Followers 421 FollowingHelping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈