30 billion sticking with Intel, 20 billion heavily invested in SpaceX! NVIDIA’s 8 stealthy stock moves: Increased holdings: 1. SpaceX SPCX Newly built position of approximately 123 million shares, with an end-of-period market value of about $20.98 billion, making it the second-largest holding (accounting for about 33.1%). SpaceX boasts world-leading reusable rocket technology and the Starlink satellite network, with a strong moat in space internet, commercial launches, and future space infrastructure. It forms a strategic synergy with NVIDIA’s AI computing ecosystem. 2. Intel INTC Continues to firmly hold the top spot as the largest holding (accounting for about 47.3%). Intel is a key global semiconductor manufacturer, deeply collaborating with NVIDIA in manufacturing and data centers. The two are strategically tied in advanced processes and AI chip foundry services. 3. CoreWeave CRWV Position unchanged, market value around $4.7 billion. CoreWeave is an emerging company focused on AI cloud computing power, offering large-scale GPU cloud computing services. It directly benefits from the generative AI boom and is highly integrated with NVIDIA’s chip ecosystem. 4. Coherent COHR Position unchanged, market value around $3.07 billion. Coherent is a leader in optical communication and laser technology, with products widely used in data center optical modules and AI infrastructure, benefiting from the surge in demand for high-speed optical interconnects. 5. Nokia NOK Position unchanged, market value around $2.21 billion. Nokia has deep expertise in 5G/6G communication equipment and network infrastructure, with technology closely tied to AI edge computing and intelligent network upgrades. 6. Synopsys SNPS Position unchanged, market value around $2.15 billion. Synopsys is the global leader in chip design software (EDA), essential for nearly all advanced chip designs. The increasing complexity of AI chip design directly boosts its long-term demand. 7. Nebius NBIS Position unchanged, market value around $330 million. Nebius focuses on AI cloud services and infrastructure, emerging as a new computing power provider, complementing NVIDIA’s ecosystem for cloud-based AI applications. 8. Generate Biomedicines GENB Position unchanged, market value around $14.06 million. Generate Biomedicines leverages generative AI to accelerate protein and drug design, representing the AI+biomedicine intersection. This reflects NVIDIA’s long-term optimism about AI applications in life sciences. NVIDIA is so lazy, just bought SpaceX and didn’t touch anything else.