Nvidia
Nvidia's $5bn Intel Bet Is Worth $30bn. It Did Not Trade a Single Share.
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
2h ago
#13F
Artificial intelligence, professionally covered
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
2h ago