CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
2. $MU — Micron
"HBM4 memory from Micron, SK Hynix and Samsung."
→ Only US-listed HBM4 supplier for Vera Rubin
3. $TSM — TSMC
"It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process."
→ Sole manufacturer of all Vera Rubin chips
4. $DELL — Dell
"Congratulations to Dell and Coreweave as well for standing up their Vera Rubin MVL72 engineering rack."
→ Confirmed Vera Rubin deployment
5. $CRWV — Coreweave
"Coreweave is worth 50, 60, 70 billion dollars and growing incredibly fast."
→ Flagship AI cloud partner, explicit valuation callout
6. $MSFT — Microsoft
"Congratulations to Microsoft for their operational Vera Rubin MVL72 engineering rack."
"Microsoft and Nvidia over the last three years reinventing the PC."
→ Deepest co-development partner across cloud + PC
7. $CDNS — Cadence
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Only company given a full dedicated demo segment
8. $CRWD — CrowdStrike
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
9. $PLTR — Palantir
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
10. $SAP — SAP
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
11. $ADBE — Adobe
"Adobe have re-engineered the core of Photoshop and Premiere and they're going to release it for RTX Spark. It is twice as fast."
→ Full product re-architecture for Nvidia's new PC platform
12. $SHOP — Shopify
"Cursor, the software coding company, World Labs, Revolute, the leading financial services AI company, and Shopify."
→ Named as Coreweave AI cloud customer
13. $GOOG — Google
"This is Nscale, and their customers are British Telecom, Google. Google is using one of our AI clouds."
→ Google confirmed paying customer of Nvidia-powered AI cloud
14. $ICE — NYSE
"Lynn Martin, the president of New York Stock Exchange, has been so gracious to partner with us. Vera CPU, six times faster."
→ Vera CPU deployed live for NYSE real-time stream processing
15. $IBM / $RHT — Red Hat
"Red Hat, Canonical, Microsoft, it's going to be adopted everywhere."
→ Adopting Nvidia Open Shell enterprise runtime
I watched $NVDA GTC in Taipei. I know exactly what to buy FIRST.
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