Jensen Huang is probably the best stock picker on Wall Street, and he doesn't even pick stocks.

He has quietly hinted at three new names for 2026.
Keep reading to see what they are.
Here's the pattern:
Whenever NVIDIA invests in a company or Jensen mentions a company in his keynote speech, the stock soars.
Performance over the past 18 months:
– Nebius gained attention as an AI cloud partner at $21, up 840%.
– Applied Digital was mentioned as an infrastructure partner at $3, up 1,400%.
– Taiwan Semi was called a key factor in building AI at $180, up 135%.
– Micron was confirmed as a provider of HBM memory at $86, up 770%.
Now, let's see where NVIDIA's capital is flowing in 2026:
– ServiceNow (NOW) was recently highlighted by Jensen as a leader in AI agentic. Around $90.
– CoreWeave received a direct $2 billion investment from NVIDIA in January. Around $114.
– IREN just signed a 5-gigawatt partnership contract with NVIDIA this week to deploy global AI infrastructure DSX. Around $60.
Jensen never tells anyone what to buy because he doesn't need to.
The market follows wherever his capital and words go.
Pay attention to this list.
When new investments are announced, we will share them here.
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