On-chain analyst Ai Yi (@ai_9684xtpa) has observed that several stocks in NVIDIA's investment portfolio have surged more than 100% year-to-date, with some that had been publicly mentioned by NVIDIA founder and CEO Jensen Huang. Ai Yi, a well-known tracker of on-chain whale addresses and listed-company holdings, focused this monitoring on NVIDIA's publicly disclosed portfolio positions.
As a global leader in AI computing, NVIDIA's public portfolio spans key sectors including semiconductors, telecommunications, and optical components. The six stocks monitored are Intel (INTC), CoreWeave (CRWV), Coherent (COHR), Nokia (NOK), Lumentum (LITE), and Marvell Technology (MRVL). Their year-to-date gains are as follows: INTC +177.63%, CRWV +57.36%, COHR +86.74%, NOK +149.62%, LITE +134.39%, and MRVL +145.47%. Among them, INTC, NOK, LITE, and MRVL all exceeded the 100% mark, each being a key player in AI computing, data center networking, or semiconductor manufacturing.
Jensen Huang has previously made reference to some of these stocks at industry conferences, product launches, and earnings calls. The monitoring data once again brings attention to the performance of NVIDIA's portfolio holdings and their connection to the CEO's public statements.