#NVDA# Q1 2026 13F： Intel — 214,776,632 shares Nebius — 1,190,476 shares Coherent — 7,788,161 shares CoreWeave — 47,213,353 shares Generate Biosciences — 833,325 shares Nokia — 166,389,351 shares Synopsys — 4,821,717 shares

Companies invited to join Trump’s trip to China: $MU Micron $COHR Coherent $QCOM Qualcomm $CSCO Cisco $BA Boeing $ILMN Illumina $AAPL Apple $C Citigroup $GS Goldman Sachs $BLK BlackRock $TSLA Tesla $GE GE Aerospace $V Visa $META Meta $MA Mastercard $BX Blackstone

NVIDIA JUST NEARLY DOUBLED ITS COREWEAVE STAKE Here is every public company NVIDIA owns shares of as of Q1 2026, as per @ralliesai: - Intel $INTC: 214.8M shares - Nokia $NOK: 166.4M shares - CoreWeave $CRWV: 47.2M shares (+94.5%) - Coherent $COHR: 7.8M shares - Synopsys $SNPS: 4.8M shares - Nebius $NBIS: 1.2M shares - Generate Biosciences $GENB: 833K shares NVIDIA roughly doubled its position in one of the hottest AI cloud names on the market.

someone reach out and asked for the API key i asked to provide context on how they are gonna use it got 49 lines of semi-coherent text from a claude agent this exchange followed (???!!!!)

Trump's response to Xi calling America a declining nation: Biden did it, not me. That's actually a coherent counter, and Xi knows it. The CCP spent four years banking on American decline as a permanent condition. Trump's return complicated that thesis, which is why Beijing keeps pushing the framing anyway.

Jensen Huang is angry and the numbers explain exactly why (Save this). This clip is his response to two specific arguments that have been used to justify restricting Nvidia's access to global markets and he is not being diplomatic about either of them. The first argument he calls stupid is that GPUs are comparable to atomic bombs. His rebuttal is that there are a billion people using Nvidia GPUs right now, they are inside every medical imaging system on the planet, they were used in the CT scan he got the day before this interview, and he advocates them to his own family. You cannot make that statement about atomic bombs, and the moment you accept the analogy, Huang says, you cannot finish any coherent thought that follows from it. The second argument he calls completely ridiculous: that American companies should not compete internationally because they will lose anyway. His response is the one that landed, "If you guys all apply that same philosophy, why wake up in the morning?" It sounds like a motivational line, but it is actually a specific policy argument that maps onto a catastrophic real-world outcome that has already partially occurred. Nvidia's share of the AI accelerator market in China went from 95% to zero. Because US export controls made it impossible for Nvidia to sell, and by the time Washington partially reversed course and approved H200 exports, Beijing had already launched security investigations into those chips, DeepSeek had announced a pivot to Huawei hardware, and Chinese customers had begun rebuilding their pipelines around domestic alternatives. China represents what Huang called a $50 billion market opportunity. Nvidia has now walked away from $15 billion in lost sales, took a $5.5 billion inventory write-down in a single quarter when the H20 ban hit, and projected an $8 billion revenue loss in the subsequent quarter, all while the market it was excluded from accelerated its own chip ecosystem in direct response to being cut off. Huang's point is not that national security does not matter. His point is that the defeatist logic, "you're going to lose it anyway, so why compete" is self-fulfilling in a way that pure restriction advocates never account for. Every restriction that pushes China toward technological self-reliance is a restriction that permanently reduces American leverage, permanently shrinks American market opportunity, and permanently accelerates the development of the exact domestic alternatives the policy was meant to prevent. And Nvidia, with a $5.4 trillion market cap and zero percent China revenue, is the most visible proof of what that trade-off actually costs.

JUST IN: Stanley Druckenmiller just updated his portfolio This is everything Duquesne Family and Stanley Druckenmiller owned as of the end of Q1 Natera $NTRA: $576.7M Taiwan Semiconductor $TSM: $201.2M STMicroelectronics $STM: $161.1M YPF Sociedad Anonima $YPF: $142.0M Insmed $INSM: $126.3M Brazil ETF $EWZ: $124.6M BBB Foods $TBBB: $113.6M NewAmsterdam Pharma $NAMS: $109.2M Sea Limited $SE: $96.8M Roku $ROKU: $93.2M Alcoa $AA: $92.9M Broadcom $AVGO: $83.7M Teva Pharmaceutical $TEVA: $82.1M Woodward $WWD: $73.6M Sandisk $SNDK: $54.1M Figure Technology $FIGR: $51.2M Revolution Medicines $RVMD: $46.0M Intel $INTC: $44.9M Coupang $CPNG: $43.5M Humana $HUM: $42.1M Seagate $STX: $40.6M CRH $CRH: $39.0M Lattice Semiconductor $LSCC: $39.0M Bloom Energy $BE: $38.6M Option Care Health $OPCH: $36.5M Twilio $TWLO: $36.0M Restaurant Brands $QSR: $34.6M Global X MSCI Argentina ETF $ARGT: $33.7M Jabil $JBL: $28.2M Caris Life Sciences $CAI: $28.1M Wabtec $WAB: $25.0M United Airlines $UAL: $24.6M Cleveland-Cliffs $CLF: $23.8M Arm Holdings $ARM: $22.5M iShares GSCI Commodity $GSG: $22.0M Southern Copper $SCCO: $21.7M Linde $LIN: $20.9M Unity Software $U: $20.4M Nuvation Bio $NUVB: $20.1M Qnity Electronics $Q: $19.8M Micron Technology $MU: $17.2M Protagonist Therapeutics $PTGX: $16.4M Coherent $COHR: $15.8M Belite Bio $BLTE: $15.2M Olema Pharmaceuticals $OLMA: $13.4M Xenon Pharmaceuticals $XENE: $13.0M ADMA Biologics $ADMA: $12.8M StubHub Holdings $STUB: $12.2M PureCycle Technologies $PCT: $12.1M Amazon $AMZN: $12.1M Celestica CLS: $12.0M Daktronics DAKT: $10.7M Cloudflare NET: $10.4M Twist Bioscience TWST: $10.1M LyondellBasell LYB: $9.9M Vista Energy VIST: $9.8M JBS JBS: $8.9M EchoStar SATS: $8.3M Almonty Industries ALM: $8.2M DBV Technologies DBVT: $7.5M Lumentum LITE: $6.8M Solstice Advanced Materials SOLS: $5.3M MercadoLibre MELI: $4.3M Westlake WLK: $1.9M Wave Life Sciences WVE: $1.2M

QUOTE 1: A worldview without feelings is a cold structure; feelings without a worldview are a blind force. : The author offers a precise and balanced insight into the relationship between intellect and emotion. A worldview without feelings becomes a cold, lifeless structure rational but empty, capable of logic yet devoid of warmth or motivation. Conversely, feelings without a coherent worldview become a blind force powerful but directionless, easily manipulated or destructive. True human maturity requires the harmonious union of both. The mind provides clarity, structure, and long-term vision. Feelings supply energy, empathy, and moral intuition. When integrated, they create a living philosophy: thought that is compassionate and emotion that is wise. This synthesis is the foundation of a complete human being. Without it, we risk becoming either heartless calculators or passionate but reckless actors. The highest expressions of humanity justice, creativity, love, and wisdom arise only when reason and feeling work together as equal partners. QUOTE 2: The unity of humanity is not a dream but a necessity: it is the only path to universal security. : The author asserts that the unity of humanity is not an idealistic dream but a fundamental necessity. In an interconnected world facing global threats climate change, pandemics, nuclear risks, resource scarcity, and technological disruption fragmented efforts and national rivalries are no longer sustainable. True universal security cannot be achieved through dominance, isolation, or temporary alliances. It requires a higher level of human solidarity: shared institutions, mutual trust, collective responsibility, and a common commitment to the survival and flourishing of our species. Without unity, every nation remains vulnerable, no matter how powerful. Unity does not mean erasing diversity or sovereignty. It means building a framework in which differences are respected while common survival imperatives are placed above them. It is the recognition that in the 21st century and beyond, humanity’s fate is collective. The path to lasting security runs through unity. Anything less is merely managed risk.

⚡️Policy Brief⚡️ CFTC Chairman Michael S. Selig announced the initial roster of the Innovation Task Force (ITF), a unit dedicated to developing regulatory clarity for emerging asset classes and technologies. The task force was established to address cryptocurrency assets, artificial intelligence, and prediction markets. Five staff members were named to the ITF, marking the beginning of a structured regulatory approach to these rapidly evolving sectors. The composition of the task force signals the CFTC's commitment to addressing innovation while establishing coherent regulatory frameworks. The creation of a dedicated innovation task force indicates growing recognition that traditional regulatory approaches may require adaptation to accommodate new financial technologies and markets. This development reflects broader governmental efforts to establish regulatory certainty for crypto, AI, and emerging market structures. @CFTC Source: CFTC Press Release

QUOTE 1: Love is not merely a feeling but a cosmic law that preserves life and prevents humanity from disappearing. : The author asserts that love is far more than a personal feeling or emotion. It functions as a cosmic law, an essential principle woven into the fabric of existence that actively preserves life and safeguards humanity from disappearance. This view elevates love from the subjective realm to a fundamental force of nature. Just as gravity holds matter together or entropy drives change, love operates as the binding and sustaining power that keeps conscious life viable. Without it, the delicate threads of cooperation, care, and mutual support that allow civilizations to endure would unravel. Love, therefore, is not optional. It is the quiet mechanism that counters the centrifugal forces of selfishness, indifference, and destruction. It ensures that life does not merely survive but continues to reach toward higher forms of organization and meaning. In this light, cultivating love is not sentimental idealism. It is alignment with the deepest law that makes continued human existence possible. QUOTE 2: Love for life is the living foundation of a rational worldview. : The author asserts that love for life is the living foundation of any truly rational worldview. It is not an emotional add-on or sentimental afterthought, but the vital root from which clear, coherent thinking about existence must grow. Without a deep, affirmative love for life itself, rationality risks becoming cold calculation or detached analysis that loses touch with what truly matters. Love for life awakens wonder, sharpens responsibility, and gives purpose to knowledge. It transforms abstract understanding into lived conviction. A mind that genuinely cherishes existence is better equipped to face reality honestly, to value truth, beauty, and goodness, and to act with wisdom rather than cynicism. Rationality without love for life can justify indifference or destruction. Love for life without rationality can become blind sentiment. Only when the two are united does a worldview become both clear-eyed and deeply humane. Love for life is therefore not the opposite of reason. It is the living soil in which reason can truly flourish.