Three consensus stocks between "Jensen Huang's Picks" and "Wall Street AI Stock Gods" are all AI cloud platform companies
BlockBeats news, on June 3, BlockBeats compiled a panoramic overview yesterday of the tradable ecosystem of NVIDIA AI Factory, led by AI guru Jensen Huang. The chart shows that there are three "priority tracking" level companies overlapping with the Q1 holdings of Situational Awareness LP, managed by 25-year-old Wall Street AI prodigy Leopold Aschenbrenner. These are three AI cloud/data center infrastructure companies: CRWV, NBIS, and IREN.
Among them, Situational Awareness LP increased its holdings in Q1 with $556 million worth of CRWV common stock and $141 million in call options. It holds shares of NBIS worth more than $2 billion, and IREN shares worth $400 million.
It should be noted that all three companies have performed well so far this year, with gains of 74%, 216%, and 73% respectively.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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