7 Stocks to Buy Now BEFORE Nvidia Buys Them

Nvidia's substantial cash reserves and the cyclical nature of the semiconductor industry have led the company to invest in other businesses, including seven publicly traded companies. The speaker discusses Nvidia's recent 13F filings, highlighting the companies in which Nvidia has invested, and provides insights into potential future acquisitions and the growth prospects of these companies.

Nvidia's Investments

• 00:03:00 Nvidia is investing in other companies to manage its growing cash reserves and address the cyclical nature of the semiconductor industry. These investments may lead to future acquisitions, fostering an AI ecosystem and generating returns.

Nvidia's 13F Filings

• 00:03:28 Nvidia's investments are publicly disclosed through 13F filings with the SEC, which investors can use to identify potential investment opportunities ahead of potential acquisitions or stock price increases.

ARM Holdings

• 00:04:25 ARM Holdings, Nvidia's largest investment, designs microprocessor architecture and licenses blueprints to chipmakers. Nvidia's investment has grown significantly since the IPO, following a failed acquisition attempt in 2020.

Applied Digital

• 00:07:50 Applied Digital, a provider of data center and cloud infrastructure, is positioned to benefit from the growing demand for AI computing. Nvidia's investment reflects the importance of data centers in the AI revolution.

Serve Robotics

• 00:09:00 Serve Robotics, a leader in sidewalk delivery robots, has received significant investment from Nvidia and is poised for growth, particularly in autonomous vehicle software. Nvidia owns a majority of the outstanding shares, indicating a strong commitment to the company.