$英偉達(NVDA)$NVIDIA’s equity por

5
Comment
Favorite

$英偉達(NVDA)$NVIDIA’s equity portfolio quadrupled to $63.4 billion in Q2, despite making no trades.
◾ Intel $英特爾(INTC)$ : $30.0B
◾ SpaceX $SpaceX(SPCX)$ : $21.0B, disclosed for the first time following its IPO
◾ CoreWeave $CoreWeave, Inc.(CRWV)$ : $4.7B
◾ Coherent Corp.: $3.1B
Intel remains NVIDIA’s largest holding, while SpaceX now accounts for a third of the portfolio.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":600604567204768,"tweetId":"600604567204768","gmtCreate":1787668961016,"gmtModify":1787668967770,"author":{"id":4233991095968972,"idStr":"4233991095968972","authorId":4233991095968972,"authorIdStr":"4233991095968972","name":"NicoleWong","avatar":"https://community-static.tradeup.com/news/76c8733394ac97a635e5084a49fa8136","vip":2,"userType":2,"introduction":"現職Leverage Shares槓桿ETF投資策略部副總裁, 前外資渦輪衍生產品銷售。目前專注美股分析。","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/d74dcc2cd4f8a347d0fe15c68026c85f","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":163,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/cb6c915b78c4c180b31f01e41bfb5acc","width":"480","height":"600"},{"img":"https://community-static.tradeup.com/news/806dbe558052da811df3322a13faa0a8","width":"480","height":"600"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/cb6c915b78c4c180b31f01e41bfb5acc","width":"480","height":"600"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a>NVIDIA’s equity portfolio quadrupled to $63.4 billion in Q2, despite making no trades.\n \n ◾ Intel <a href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$</a> : $30.0B\n \n ◾ SpaceX <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> : $21.0B, disclosed for the first time following its IPO\n \n ◾ CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> : $4.7B\n \n ◾ Coherent Corp.: $3.1B\n \nIntel remains NVIDIA’s largest holding, while SpaceX now accounts for a third of the portfolio.<img src=\"https://community-static.tradeup.com/news/cb6c915b78c4c180b31f01e41bfb5acc\" tg-width=\"480\" tg-height=\"600\"><img src=\"https://community-static.tradeup.com/news/806dbe558052da811df3322a13faa0a8\" tg-width=\"480\" tg-height=\"600\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a>NVIDIA’s equity portfolio quadrupled to $63.4 billion in Q2, despite making no trades.\n \n ◾ Intel <a href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$</a> : $30.0B\n \n ◾ SpaceX <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> : $21.0B, disclosed for the first time following its IPO\n \n ◾ CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> : $4.7B\n \n ◾ Coherent Corp.: $3.1B\n \nIntel remains NVIDIA’s largest holding, while SpaceX now accounts for a third of the portfolio.<img src=\"https://community-static.tradeup.com/news/cb6c915b78c4c180b31f01e41bfb5acc\" tg-width=\"480\" tg-height=\"600\"><img src=\"https://community-static.tradeup.com/news/806dbe558052da811df3322a13faa0a8\" tg-width=\"480\" tg-height=\"600\"></body></html>","text":"$英偉達(NVDA)$NVIDIA’s equity portfolio quadrupled to $63.4 billion in Q2, despite making no trades. ◾ Intel $英特爾(INTC)$ : $30.0B ◾ SpaceX $SpaceX(SPCX)$ : $21.0B, disclosed for the first time following its IPO ◾ CoreWeave $CoreWeave, Inc.(CRWV)$ : $4.7B ◾ Coherent Corp.: $3.1B Intel remains NVIDIA’s largest holding, while SpaceX now accounts for a third of the portfolio.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":6,"favoriteSize":0,"link":"https://ttm.financial/post/600604567204768","repostId":0,"isVote":1,"tweetType":1,"viewCount":828,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","INTC","CRWV","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":322,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}