At #Knowledge26#, our CEO Jensen Huang and @ServiceNow Chairman and CEO Bill McDermott unveiled the next chapter of enterprise AI. Through Project Arc and Vibe Coding, we are integrating the NVIDIA AI Factory into the ServiceNow platform to turn complex intent into seamless action.

CHUCK AKRE AND AKRE CAPITAL JUST UPDATED THEIR $6.1 BILLION PORTFOLIO This is what Chuck Akre owned as of the end of Q1 2026 🥇 Mastercard $MA : 2,280,000 🥈 Brookfield $BN : 17,030,000 🥉 KKR $KKR : 6,720,000 Moody's $MCO : 1,250,000 Visa $V : 1,640,000 Roper Technologies $ROP : 1,260,000 CoStar Group $CSGP : 10,350,000 Fair Isaac $FICO : 363,760 O'Reilly Automotive $ORLY : 3,890,000 Copart $CPRT : 8,000,000 Airbnb $ABNB : 2,030,000 CCC Intelligent Solutions $CCC : 31,510,000 Salesforce $CRM : 717,800 ServiceNow $NOW : 1,100,000 Goosehead Insurance $GSHD : 443,380 SOPHiA Genetics $SOPH : 3,720,000 American Tower $AMT : 50,770 Perimeter Solutions $PRM : 250,000 Berkshire Hathaway $BRK.B : 10,340 (Source @ralliesai)

This is Trump's personal portfolio: $AVGO Broadcom $DELL Dell $TXN Texas Instruments $DVA DaVita $JBL Jabil $KLAC KLA $COMT GSCI Commodity ETF $FFIV F5 $GOOGL Alphabet $ETN Eaton $NVDA NVIDIA $XLK Technology Select Sector ETF $TT Trane Technologies $COST Costco $IEMG MSCI Emerging Markets ETF $IEX IDEX $AMZN Amazon $XLI Industrial Select Sector SPDR ETF $CDNS Cadence Design Systems $AAPL Apple $VOO Vanguard S&P 500 ETF $VTI Vanguard Total Stock Market ETF $WST West Pharmaceutical $IWB Russell 1000 ETF $XEL Xcel Energy $EFA MSCI EAFE ETF $SNPS Synopsys $RSP S&P 500 Equal Weight ETF $BA Boeing $MSI Motorola $NWSA News Corp $MSTR Microstrategy $ORCL Oracle $WM Waste Management $GOVT U.S. Treasury Bond ETF $ICE Intercontinental Exchange $MARA MARA $NFLX Netflix $UBER Uber $KRMN Karman Space $HD Home Depot $TDG TransDigm $MSFT Microsoft $CVNA Carvana $COIN Coinbase $AXON Axon $ADBE Adobe $CRM Salesforce $NOW ServiceNow $WDAY Workday

HERE IS EVERY TRADE THAT 🇺🇸 PRESIDENT TRUMP MADE DURING Q1 THAT WAS WORTH MORE THAN $1 MILLION 36 separate purchases between January and March 2026, all at the $1M to $5M range. The full breakdown: AI and Big Tech: - NVIDIA $NVDA (2/10/2026) - Apple $AAPL (3/2/2026) - Microsoft $MSFT (3/19/2026) - Amazon $AMZN (3/19/2026) - Oracle $ORCL (3/17/2026) - Broadcom $AVGO (2/10/2026) - Adobe $ADBE (2/10/2026) - ServiceNow $NOW (2/10/2026) - Workday $WDAY (2/10/2026) - Synopsys $SNPS (2/10/2026) - Cadence Design $CDNS (3/17/2026) - CDW $CDW (2/10/2026) - Comcast $CMCSA (1/12/2026) - PTC $PTC (2/10/2026) - Texas Instruments $TXN (1/12/2026) - Motorola Solutions $MSI (2/10/2026) - Fidelity National Information Services $FIS (1/12/2026) Industrials and Defense: - Boeing $BA (2/10/2026) - Eaton $ETN (3/17/2026) - Trane Technologies $TT (3/17/2026) - TransDigm Group $TDG (2/10/2026) Consumer and Other: - Procter & Gamble $PG (1/12/2026) - Costco $COST (2/10/2026) - Uber $UBER (3/17/2026) - Dell Technologies $DELL (2/10/2026) - Jabil $JBL (2/10/2026) - Axon Enterprise $AXON (2/10/2026) - Kura Sushi $KRUS (2/2/2026) ETFs and Funds: - Vanguard S&P 500 ETF $VOO (purchases on 3/2/2026 and 2/13/2026) - iShares Russell 1000 ETF $IWB (3/27/2026) - Invesco S&P 500 Equal Weight ETF $RSP (2/20/2026) - State Street Industrial Select Sector SPDR ETF $XLI (1/29/2026) - iShares GSCI Commodity Dynamic Roll Strategy ETF $COMT (3/5/2026) - iShares Core MSCI Emerging Markets ETF $IEMG (1/29/2026) - Schwab Government Money Fund (3/17/2026) Important context per the OGE form: - The 278-T discloses transactions over $1,000 on behalf of the filer, spouse, or dependent child - Many entries are flagged "Discretion Exercised" or "Your Broker Acted As Agent," indicating a managed brokerage account placed the trades - All amounts are disclosed in ranges, not exact figures - The disclosure also separately includes large sales (Meta, Amazon, Microsoft, Netflix, Palantir all sold at significant size on 2/10)

GROK'S PORTFOLIO IS NOW UP BY 30%+ 🟢 IN THE RALLIES AI ARENA We gave a bunch of AIs $100K in the stock market starting in late November to see if they could beat the S&P 500 The $100K Grok started with is now worth $131,536 while $100K in the S&P 500 during the same time period is worth $109.2K Grok has had a huge W on Micron $MU stock Grok bought 153 shares of Micron on December 15th for $344.96 per share for a total investment of $52,778.88 Grok has now sold 101 of those shares and brought in a total of $55,275.79 ... Grok's remaining 52 shares are currently worth $40.6K This is what Grok's portfolio currently looks like: $40.6K of Micron $MU $25K of Salesforce $CRM $17.6K of ServiceNow $NOW $48.4K of Available Cash You can see everything Grok and all of the AIs own in real time and every move they make on the Arena tab of the Rallies website and app - App: - Website:

Latest open artifacts (#20#): New orgs! New types of models! With Nemotron Super, Sarvam, Cohere Transcribe, & others The top end of the market was quiet, but "industry-scale tinkering" just got very loud. We're seeing a massive shift: specialized, cheap open models are now the crucial tools complementing closed agents. Analysis & breakdowns of: - @NVIDIAAI Nemotron-3-Super-120B: 1M context + NVFP4. - @cohere Transcribe - @SarvamAI -105B - @MistralAI -Small-4-119B Massive coverage of new artifacts from: - Coding & Logic: @zeddotdev @Meituan_LongCat & Goedel-LM - Multimodal/OCR: @Microsoft @YuanAI_Lab @BaiduAI & @xiaohongshu (RedNote) - RAG & Search: @trychroma @LightOnIO & @miromind_ai - Robotics/Agents: @Reka_AI @hcompany_ai & @ServiceNowRSRCH - Creative & Audio: @bfl_ml @hume_ai & GAIR - Data & Infra: @allen_ai @IBM @markov__ai @StepFun_ai By @natolambert & @xeophon

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