$NVDA SOLD $ARM & $APLD IN 2026, AND BETTING SO BIG ON THESE COMPANIES:
1. $GLW | $3.2B
2. $IREN | Secured a 5y right to invest $2.1B + Selected for $NVDA DSX AI Infrastructure
3. $CRWV | $2B
4. $NBIS | $2B
5. $MRVL | $2B + Jensen’s next trillion dollar company.
6. $LITE | $2B
7. $COHR | $2B