Jensen Huang Tracker

15 posts

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Jensen Huang Tracker

Jensen Huang Tracker

@HuangTracker

Tracking Huang's trades so you can invest alongside.

NVIDIA Inscrit le Mayıs 2019
3 Abonnements13.2K Abonnés
Jensen Huang Tracker
Jensen Huang Tracker@HuangTracker·
The nuclear trade is no longer theoretical. AI needs baseload power. Data centers can't run on intermittent sources. Nuclear checks every box - clean, continuous, scalable. Still not fully priced in. Follow so you don't miss the next one.
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Jensen Huang Tracker
Jensen Huang Tracker@HuangTracker·
X-Energy - $XE Xe-100 runs on proprietary TRISO fuel. Modular, flexible, industrial scale. Filed for UK's Generic Design Assessment alongside Centrica - targeting 6 GW, Hartlepool as first site. 144-reactor pipeline. $1.1B raised at IPO in April.
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Jensen Huang Tracker
Jensen Huang Tracker@HuangTracker·
Jensen Huang has been saying it for months: AI is going to strain every power grid on the planet. Here are 3 stocks worth watching:
Jensen Huang Tracker tweet media
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Jensen Huang Tracker
Jensen Huang Tracker@HuangTracker·
Jensen Huang just hinted that $MRVL could become the stock market's next trillion-dollar company. Most people know NVIDIA. Far fewer understand Marvell. $MRVL builds the custom AI chips, networking hardware, and data center infrastructure that make massive AI clusters possible. No connectivity = no AI. As hyperscalers race to build AI factories, Marvell sits right in the middle of the spending boom. The AI gold rush isn't just about the GPUs. Sometimes the biggest winners are selling the picks and shovels. Worth watching. Follow me so you don't miss it.
Jensen Huang Tracker tweet media
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Jensen Huang Tracker
Jensen Huang Tracker@HuangTracker·
Jensen Huang just called nuclear energy "wonderful" for AI. The market rewarded companies that build AI. The next wave of wealth? Companies that power it. Stocks to watch: $CEG - nuclear operator, PPAs with Microsoft & Meta $GEV - grid infra for AI data centers $SMR - only NRC-certified small modular reactor $OKLO - Sam Altman-backed micro-reactors $CCJ - world's top uranium miner Every time Jensen talks, I break it down here. Follow so you don't miss it.
Jensen Huang Tracker tweet media
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