NVIDIA just dropped its Q2 2026 13F and the headline is simple: they parked $21B into SpaceX and rode mark-to-market gains on everything else.
The portfolio jumped 245% to $63.44B, but strip out price appreciation and the SpaceX add, and there's zero new buying. Every existing position — $INTC, $CRWV, $COHR, $NOK, $SNPS, $NBIS — held the same share count as Q1. No trimming, no adding, just sit and let it run.
SpaceX is now 33.1% of the book at ~122.8M Class A shares, making it the second-large...
$ANTHROPIC is holding a powerful bullish structure after breaking above $1,600, with consecutive strong green candles showing aggressive buying. The breakout remains intact, giving a high-conviction Long opportunity with 20x Leverage.
TP: $1,720
SL: $1,575
Watch the $1,600 zone closely as the key support for continuation.
Buy and Trade
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$ACE
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$AKE
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