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Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.
He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.
This is where the most important company in the AI economy is putting its money.
Here’s the full list:
OpenAI: $30 billion
The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.
GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.
IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.
MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.
LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.
COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.
CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.
NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.
Whatever Nvidia is buying is where the money is going next.
At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early.
Turn notifications on so you don’t miss our alerts. This is VERY important.
If you’re not following us yet, you will regret it later.
BREAKING: Iran's Ghalibaf fully rejects Pakistani Army Chief claims of a "final understanding" toward an agreement and a "60-day ceasefire extension," telling him directly "Iran will not compromise on the rights of the nation in any maximalist US agreement," with the US being "not an honest party." The entire Pakistani delegation and Army Chief have left Tehran without any agreement, as the IRGC says it is now ready for a "decisive confrontation" with the US this weekend.
An informed source to Tasnim also denied today's Al Arabiya report claiming Iran proposed a 10-year enrichment suspension and wants to discuss nuclear, calling it "completely fabricated" and exposing the Pakistani-Arabic media channel as manipulation architecture once again.
@AnthonySandford@unusual_whales I will feel for the ones that buy all of these stocks at these hiked prices.. it will be said to see so many people lose so much money once reality hits the stock market… people won’t realize the negative effects that is going to happen once the manipulations die
I don’t often call out shorts because it’s scary to short in a raging bull market, but when I do it usually ends up working out:
I said $RGTX was a short at $460’s. Then it hit $18’s.
I said $AGQ was a short at $390’s. Then it hit $90’s.
I said $VCX was a short in the $500’s. Then it hit $77’s.
I said $KORU was a short in the $600’s. Then it hit $230’s.
I said $CAR was a short at $575’s. Then it hit $200’s.
Search the ticker, I keep the receipts. Also notice not all of them I top ticked it, sometimes I was a day or two early about it.
What do they all have in common above?
ALL ULTRA PARABOLAS. The eventual and inevitable outcome of always bending backwards in price always is the same.
Hence why I believe, and I said this on Thursday, that the next short is….
$SOXL
Yes this is a super hot sector. And yes I was a day early.
But I think you absolutely can pair trade a long $SOXX (no leverage) with a short $SOXL (3x leverage) here. It’s gone pretty ultra parabolic.
Let’s see if I can go 6 for 6.
Not for the faint of heart. So just toss subway sandwich amounts in case I am wrong.
#timestamped
𝗖𝗵𝗲̀𝗿𝗲𝘀 𝗺𝗮𝗺𝗮𝗻𝘀, 𝗰𝗵𝗲̀𝗿𝗲𝘀 𝘀œ𝘂𝗿𝘀 𝗲𝘁 𝗰𝗵𝗲𝗿𝘀 𝗳𝗿𝗲̀𝗿𝗲𝘀 𝗱𝗲 𝗚𝘂𝗶𝗻𝗲́𝗲,
Je m’adresse à vous avec respect et responsabilité.
Les opérations de libération des routes et des abords des marchés ne sont ni une sanction, ni un manque de considération envers votre courage et votre travail quotidien. Elles répondent, avant tout, à une exigence de sécurité, de santé publique et de protection de nos populations.
Vendre ou vivre au bord des routes expose chaque jour nos mères et nos enfants à de graves risques parmi lesquels peuvent être cités :
– 𝗹𝗲𝘀 𝗮𝗰𝗰𝗶𝗱𝗲𝗻𝘁𝘀 𝗱𝗲 𝗹𝗮 𝗰𝗶𝗿𝗰𝘂𝗹𝗮𝘁𝗶𝗼𝗻,
– 𝗹𝗮 𝗽𝗼𝗹𝗹𝘂𝘁𝗶𝗼𝗻,
– 𝗹𝗲𝘀 𝗺𝗮𝗹𝗮𝗱𝗶𝗲𝘀 𝗿𝗲𝘀𝗽𝗶𝗿𝗮𝘁𝗼𝗶𝗿𝗲𝘀,
– 𝗹’𝗶𝗻𝘀𝗮𝗹𝘂𝗯𝗿𝗶𝘁𝗲́ 𝗮𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗶𝗿𝗲, 𝗲𝘁𝗰.
Aucune nation ne peut se développer durablement si ses routes deviennent des marchés improvisés et si la vie humaine y est constamment menacée.
Ces décisions sont difficiles, je le sais. Mais, elles sont nécessaires pour l’intérêt général, pour une Guinée plus sûre, plus propre et plus organisée, où nos enfants pourront grandir en bonne santé et nos femmes exercer dignement et en toute sécurité leurs activités.
L’État, avec les collectivités locales, travaille à identifier des espaces adaptés, mieux organisés et plus sûrs, afin que les activités économiques puissent se poursuivre dans le respect de la loi et de la dignité humaine.
Je vous demande confiance, patience et sens du collectif.
Le sacrifice et la discipline d’aujourd’hui sont la protection de demain.
Pour nos enfants.
Pour notre santé.
Pour la Guinée.
𝗦.𝗘.𝗠 𝗠𝗮𝗺𝗮𝗱𝗶 𝗗𝗢𝗨𝗠𝗕𝗢𝗨𝗬𝗔
𝗣𝗿𝗲́𝘀𝗶𝗱𝗲𝗻𝘁 𝗱𝗲 𝗹𝗮 𝗥𝗲́𝗽𝘂𝗯𝗹𝗶𝗾𝘂𝗲 𝗱𝗲 𝗚𝘂𝗶𝗻𝗲́𝗲