The Assembly@InTheAssembly
Jensen Huang might be the best stock picker on Wall Street and he does not even pick stocks.
He has quietly signaled 3 new names for 2026.
Keep reading to see which ones.
Here’s the pattern:
Every time NVIDIA invests in a company or Jensen mentions one in a keynote, the stock rips.
The track record over the last 18 months:
– Nebius spotlighted as an AI cloud partner at $21, up 840%.
– Applied Digital referenced as an infrastructure partner at $3, up 1,400%.
– Taiwan Semi called critical to the AI buildout at $180, up 135%.
– Micron confirmed as the HBM memory supplier at $86, up 770%.
Now look at where NVIDIA's capital is flowing in 2026:
– ServiceNow (NOW) was just spotlighted by Jensen as the leader in agentic AI. Around $90.
– CoreWeave received a $2 billion direct investment from NVIDIA in January. Around $114.
– IREN just signed a 5 gigawatt partnership with NVIDIA this week to deploy DSX AI infrastructure globally. Around $60.
Jensen never tells anyone what to buy, because he doesn’t need to.
The market follows wherever his capital and his words go.
Pay attention to this list.
When new investments are announced, we will share them here.
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