NVIDIA CORP (NVDA) investment division holdings of US-listed stocks. NVDIA's holdings include publicly traded stocks in the semiconductor, AI, and pharmaceutical industries. NVIDIA's status in AI and the semiconductor industries add significant market credibility to its investees, and also hints at deeper future collaborations and a positive outlook for these companies' growth.
The game has just begun !!!
However, Palantir’s premium is justified. I believe this multiple expansion is driven by the inevitability that AI will disrupt the software industry, and only a select few companies will emerge as dominant players with significant pricing power.
Palantir has demonst...
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