Romael Raina

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026. He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION. This is where the most important company in the AI economy is putting its money. Here’s the full list: OpenAI: $30 billion The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer. GLW Corning: $3.2 billion Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it. IREN: $2.1 billion AI cloud provider with one of the deepest power positions in North America. MRVL Marvell: $2 billion Custom networking chips that move data between GPUs at massive scale. LITE Lumentum: $2 billion Lasers and optical components for the fiber backbone of every AI data center. COHR Coherent: $2 billion Fiber optic transceivers that connect GPU clusters inside data centers. CRWV CoreWeave: $2 billion GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers. NBIS Nebius: $2 billion AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs. Whatever Nvidia is buying is where the money is going next. At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is VERY important. If you’re not following us yet, you will regret it later.

What a beautiful 30-day chart

Not volume Not PnL THESE are the metrics that likely matter for the Polymarket Airdrop: ▫️ Entry Price: People farmed markets at 99c. With the new rebate tiers, Polymarket basically confirmed that pre bonding has no weight ▫️ Rebates: Polymarket needs liquidity providers and market makers not only to guarantee deep liquidity, but also because they generate revenue for the platform ▫️ LP Rewards: Similar to rebates, LP rewards help Polymarket maintain deeper liquidity near the midpoint. Since no fills are needed, it’s probably less important than rebates ▫️ Content: The Polymarket team already confirmed that organic, high-quality content will be rewarded. (Connect your X account) ▫️ Daily Active Days: Apps want users who keep coming back. Retention is a massively underrated metric here. There could also be multipliers for active day streaks and early users (first prediction/OG bonus) ▫️ Yield: Yield on long-term bets helps create more sustainable liquidity across markets ▫️ Referrals: The Polymarket team already teased that referrals could play an important role

U.S. Marine MV-22B Ospreys over Caracas. The flights were part of an emergency military response exercise at the U.S. Embassy.