Hey Yash here with seven stocks already blasting off on the news — and Nvidia adding rocket fuel to go higher. One of these stocks jumped 27% the day Nvidia’s latest 13F dropped — now up almost 300% in just 2 months since April.
Contents
Today’s Best Stocks According to Nvidia
I’m going to reveal the top stocks Nvidia is buying right now — not rumors, not guesses, but straight from SEC disclosures. These insider moves show you exactly where to follow the money.
I’m also going to show:
How much Nvidia has invested in each
Why you should be watching these
What to look for in terms of future upside
But don’t skip out early, because the final stock on the list is my favorite — the one I’m personally buying with the highest return potential.
Why CoreWeave Stock is Booming Right Now
CoreWeave made big news when Nvidia released its updated 13F filing, sending the stock up as much as 27% on the day. It hasn’t slowed down yet, now up almost 300% since its April IPO.
Should You Buy After This Big Run?
Normally, after such a run, I’d hesitate — IPOs often spike early as investor excitement kicks in, but crash later. However, the growth prospects and competitive advantages of Core wave are strong enough for me to take a second look and buy in, even at this price.
What is CoreWeave?
CoreWeave is a cloud infrastructure company purpose-built to support artificial intelligence workloads at massive scale.
Key Differentiators
Unlike traditional cloud providers, CoreWeave optimizes its entire stack from hardware to software for AI-specific tasks.
Particularly focuses on machine learning, generative AI, and large language models.
Infrastructure & Capability
Operates 33 data centers worldwide
Over 420 megawatts of active power
All centers are purpose-designed for GPU-intensive AI workloads
Unique Revenue Model
Uses a contract-backed revenue structure
Customer commitments are secured before capital expenditure
This reduces financial risk and improves capital efficiency
Financial Performance
Revenue has grown 11x in the last 2 years
Expected growth:
$5 billion in 2024 (up 160%)
$12 billion in 2025
If CoreWeave hits the $12 billion forecast, the price-to-sales ratio drops to 6x, making the current $68 billion market cap seem very reasonable.
Nvidia’s Strategic Investment in CoreWeave
Nvidia owns 24 million shares
Total investment value: $3.7 billion
This is more than just an investment — it’s a strategic bet on:
Vertical integration of Nvidia’s GPU ecosystem
Ensuring long-term GPU demand
Gaining influence over AI model deployment
Locking in deployment partners for its hardware
Why 13F Reports Matter
The SEC (Securities and Exchange Commission) requires large institutional investors to file 13F reports quarterly, which show:
Publicly traded stock investments
Helps prevent stock price manipulation
You can use these filings to spot:
Potential acquisitions
Price bumps based on insider activity
You can view 13F filings anytime at the SEC EDGAR database.
Another Big Gainer: WRD (Chinese Autonomous Tech)
Shares of Chinese autonomous driving company WRD jumped 159% on news in February that Nvidia picked up 1.7 million shares — a $15 million stake and 6% ownership.
WRD’s Position in the Market
Launched in 2017
Operating in 30 cities across 7 countries
Primarily active in China
Focused on reaching Level 4 autonomy, close to full self-driving capability
Revenue Growth
2020: 18 million Chinese yuan
2022: 500+ million yuan (~$72 million USD)
Latest 12 months: 365 million yuan (~$50 million USD)
CoreWeave (Ticker: CRWV): Cloud Infrastructure for AI
CoreWeave grabbed headlines when Nvidia’s updated 13F filing revealed its massive $3.7 billion stake (24 million shares), skyrocketing the stock 27% in a day and nearly 300% since its April IPO.
CoreWeave specializes in AI-centric cloud infrastructure, supporting machine learning, generative AI, and LLMs at scale. Its 33 global data centers with 420MW power capacity, contract-backed revenue model, and 11x revenue growth over the last 2 years make it stand out.
Forecasted sales:
$5B in 2024
$12B in 2025
With a current market cap of $68 billion, the price-to-sales drops from 13x this year to just 6x next year—making it compelling despite the IPO run-up.
WRD: China’s Autonomous Tech Bet
Nvidia’s purchase of 1.7 million WRD shares sparked a 159% rally. Though the stock has dipped since, Nvidia still owns a 6% stake worth $15 million.
WRD operates autonomous vehicle programs in 30 cities across 7 countries, with Level 4 autonomy close to Level 5.
However, revenue dropped from ¥0.5B in 2022 ($50M) recently.
The stock trades at a lofty 50x sales, with analysts projecting:
132% growth this year
188% growth next year (¥2.4B or ~$338M)
This seems less like a value bet and more of an olive branch to China, a key region where Nvidia’s sales dropped from 25% to 15% due to export restrictions.
ARM Holdings (Ticker: ARM): Securing a Supplier Relationship
ARM licenses semiconductor blueprints critical to Nvidia, AMD, and Intel.
Though Nvidia’s $40B acquisition attempt was blocked, it bought 1.1M shares worth $154M, ensuring a strategic stake in ARM.
Big players like Alphabet also hold similar positions, underlining ARM’s critical role in the chip ecosystem.
Nebius Group (Ticker: NBIS): Broad AI Ambitions, Narrow Profits
Nvidia invested in 1.22 million shares of Nebius, worth $63 million. While the stock didn’t spike initially, it’s up 271% YoY.
Nebius operates across cloud platforms, data centers, edtech, and autonomous driving—but might be spreading too thin.
Despite targeting massive TAMs ($260B+), it reported -$374M free cash flow last year.
Sales forecast:
$1.3B next year
Trades at 71x sales (up from 13x in Feb)
Investors may prefer focused plays like CoreWeave over this all-in-one strategy.
Recursion Pharmaceuticals (Ticker: RXRX): AI for Drug Discovery
Nvidia holds 7.7M shares worth $42M (3.2% stake) despite RXRX being down 37% YoY.
Recursion uses AI models to accelerate drug discovery by failing faster and reducing R&D costs—vital as pharma giants face a $200B patent cliff.
Pipeline: 6 programs (4 in phase 2)
Forecasted sales:
+29% this year
+46% next year
Strategy Tip:
Use a covered call strategy for protection and income. Example:
Buy RXRX at $5.61
Sell Jan 2027 $10 call for $1.75
Reduces net cost to $3.86
Upside: 159% if stock hits $10, 31% if not
Applied Digital (Ticker: APLD): Repurposing Blockchain Data Centers for AI
Nvidia owns 7.7M APLD shares, now worth $107M (3.5% ownership).
Applied Digital is transitioning blockchain data centers for AI high-performance computing.
Sales growth:
+33% this year
Just +3% next year
However, the company still expects a $0.55/share loss, and 11x price-to-sales becomes risky if growth stalls.
SoundHound: Agentic AI’s Undervalued Gem?
SoundHound AI (Ticker: SOUN): Nvidia’s Missed Opportunity?
Once a part of Nvidia’s portfolio with 1.7M shares, SoundHound is now the author’s top pick.
While Nvidia exited when the stock hit $25 in December, the author re-entered at $8.83.
SoundHound is a leader in Agentic AI voice assistance, with applications from cars in Europe to U.S. drive-thrus.
Revenue forecast:
$160M this year
25% growth next year (likely to be revised upward)
Trades at 28x sales, which may still be reasonable given the market potential (~$160B+)
Final Thoughts
Nvidia’s strategic stakes, revealed via SEC 13F filings, offer critical insights into future AI infrastructure, cloud computing, and biotech applications. While some investments are based on vertical integration or supplier control, others may be political or speculative.
To track these updates yourself, visit the SEC Edgar Database and look for the latest 13F filings of major investors like Nvidia.
Q: Which is the best AI stock to buy today?
A: According to Nvidia’s latest 13F, CoreWeave is one of the best-performing AI stocks today.
Q: Why is Nvidia investing in AI infrastructure companies?
A: Nvidia is securing long-term demand for its GPUs by investing in companies like CoreWeave and SoundHound.
Q: Should I buy SoundHound AI stock now?
A: SoundHound has high growth potential in agentic AI voice systems with expected revenue doubling this year.