A reminder from Atomic Habits by James Clear:
“It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the process is to guarantee disappointment.”
🚨 Donald Trump just revealed which stocks he’s buying in 2026
FULL LIST:
VOO
IWB
NOW
NVDA
RSP
ADBE
WDAY
ORCL
MSFT
AVGO
SNPS
CDW
PG
CDNS
TT
TXN
FIS
MSI
ETN
XLI
TDG
AMZN
JBL
COST
AXON
COMT
KRUS
DELL
BA
UBER
IEMG
AAPL
XLK
NVR
SMCI
GOVT
ICE
KLAC
FFIV
AVB
XEL
ARES
WM
EFA
CRM
PNC
DVA
GOOGL
NWSA
WST
HD
CVNA
IEX
NFLX
VTI
TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.
Every major filing will be posted on @InTheAssembly so follow them with notifications.
If you don’t follow them, you will regret it.
Jensen Huang might be the best stock picker on Wall Street and he does not even pick stocks.
He has quietly signaled 3 new names for 2026.
Keep reading to see which ones.
Here’s the pattern:
Every time NVIDIA invests in a company or Jensen mentions one in a keynote, the stock rips.
The track record over the last 18 months:
– Nebius spotlighted as an AI cloud partner at $21, up 840%.
– Applied Digital referenced as an infrastructure partner at $3, up 1,400%.
– Taiwan Semi called critical to the AI buildout at $180, up 135%.
– Micron confirmed as the HBM memory supplier at $86, up 770%.
Now look at where NVIDIA's capital is flowing in 2026:
– ServiceNow (NOW) was just spotlighted by Jensen as the leader in agentic AI. Around $90.
– CoreWeave received a $2 billion direct investment from NVIDIA in January. Around $114.
– IREN just signed a 5 gigawatt partnership with NVIDIA this week to deploy DSX AI infrastructure globally. Around $60.
Jensen never tells anyone what to buy, because he doesn’t need to.
The market follows wherever his capital and his words go.
Pay attention to this list.
When new investments are announced, we will share them here.
Turn on notifications so you don’t miss our alert, this is VERY important.
If you don’t follow us, you might regret it.
Kanye West: "You take people like Jay-Z and f*cking Pusha T, they made their living killing our people, so how the f*ck will they stand up for our people?"
"But we forget that, because we love Jay-Z's music so much, we love Pusha's music so much, right?"
"You think they will ever tell the truth? If they told the truth about anything, they would go to jail."
"Liars are now the face of our culture."