Jensen Huang Tracker

Leopold Aschenbrenner just filed a 5.6% stake in $NBIS. 12.41 million shares. This is the same fund that turned $225M into $20B in 12 months by buying AI infrastructure before anyone else. He's doing it again. Follow so you don't miss it.

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 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.

Leopold Aschenbrenner's $SNDK position has gained over 883% since he publicly disclosed it. He’s only 24 years old and already oversees one of the most successful investment funds on record. Follow me and enable notifications to keep track of the stocks he’s buying next.

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 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.