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.

#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

Here are the most active Leverage Shares ETFs this week in the stock market 2x Long United Healthcare $UNHG 2x Long CoreWeave $CRWG 2x Long AMD $AMDG 2x Long Nebius $NBIG 2x Long USAR $USGG 2x Long ARM $ARMG 2x Long Broadcom $AVGG 2x Long Circle $CRCG 2x Long Robinhood $HOOG 2x Long TSM $TSMG

According to GFHK: - NVIDIA’s Vera CPU rack has already secured Alibaba, CoreWeave, Meta, and Oracle as early adoption customers. - Qualcomm’s data center CPU is expected to ship in 2028, and Qualcomm is also developing scale-out switches and connectivity silicon for rack-level solutions.

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Metals $TMC The Metals Company Critical Minerals $TMQ Trilogy Metals $UAMY United States Antimony $MP MP Materials $LAC Lithium Americas Quantum $IONQ IonQ $QBTS D-Wave Quantum $RGTI Rigetti Energy $BE Bloom Energy $GEV GE Vernova $FCEL Fuelcell $PLUG PlugPower $VICR Vicor Memory $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $P Everpure $MRAM Everspin Space $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $GILT Gilat Drones $AVEX Aevex $ONDS Ondas $UMAC Unusual Machines Nuclear $XE X-energy $LEU Centrus Energy $CCJ Cameco $OKLO Oklo $UUUU Energy Fuels AVs & Robotics $TSLA Tesla $AMZN Amazon Batteries $TE T1 Energy $ELVA Electrovaya $FLNC Fluence Energy Never miss the leading stocks again:

This is what it looks like when AI meets Wall Street. Glenn Hutchins. @lynnmartin. Leaders from @MorganStanley. @GoldmanSachs. @CoreWeave. @lambdamarkets1. All in one room at the @NYSE on Monday at @theinformation's Financing the AI Revolution Summit. The consensus: we are still in the early innings of how capital gets deployed into AI. The harder question: how can we actually put AI in the hands of everyday people? Answering that is what gets us out of bed every morning. 🚀 #Genspark# #FinancingAI# #NYSE# #TheInformation# #AI#

$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.

HALVORSEN'S VIKING GLOBAL JUST OPENED A NEW $912M APPLE POSITION AND EXITED AMD Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai: Top 10 holdings: 🥇 Visa $V: $1.91B (+59% shares) 🥈 Taiwan Semiconductor $TSM: $1.51B 🥉 Schwab $SCHW: $1.38B 4. Disney $DIS: $1.28B 5. Fortive $FTV: $1.24B 6. Air Products $APD: $1.19B 7. McDonald's $MCD: $1.13B 8. Sherwin Williams $SHW: $998M 9. Tesla $TSLA: $927M (+47% shares) 10. Apple $AAPL: $912M (NEW) New positions: - Apple $AAPL: $912M - FedEx $FDX: $688M - Meta $META: $608M - ATI $ATI: $485M - Waters $WAT: $374M - Hasbro $HAS: $350M - Reddit $RDDT: $344M - AIG $AIG: $318M - Cboe Global Markets $CBOE: $193M - Home Depot $HD: $166M - Lululemon $LULU: $150M - CoreWeave $CRWV: $108M - Interactive Brokers $IBKR: $94M - Edwards Lifesciences $EW: $88M Biggest adds: - Carvana $CVNA: +162% shares - Lennox International $LII: +153% - Thermo Fisher $TMO: +110% - Medline $MDLN: +64% - Visa $V: +59% - American Sports $AS: +51% - Tesla $TSLA: +47% - JPMorgan $JPM: +42% - General Motors $GM: +35% - CSX $CSX: +35% Biggest trims: - Amazon $AMZN: -62% shares - Stellantis $STLA: -59% - PNC Financial $PNC: -58% - Dick's Sporting Goods $DKS: -51% - API Group $APG: -49% - Capital One $COF: -45% - Microsoft $MSFT: -28% Full exits: - AMD $AMD: $801M - DraftKings $DKNG: $659M - Ross Stores $ROST: $571M - Chewy $CHWY: $447M - UBS Group $UBSG: $426M - UnitedHealth: $395M - Saia: $355M - Tradeweb: $298M - Bank of America: $247M - Boston Scientific: $239M - Digital Realty: $233M - Lowe's: $220M - Figma: $215M The rotation: out of AMD, big-box retail, regional banks, and healthcare insurance. Into Apple, Meta, Tesla, Reddit, CoreWeave, and consumer staples like Home Depot, Hasbro, and Lululemon.