Intel is a key holding for Nvidia and the US government, with analysts projecting strong growth, and its PEG ratio is below the sector median, but the creator holds it as a long-term hold due to its current high price.
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NVIDIA is Buying 8 Smaller A.I. Stocks for the Future! (Should You Follow?)
Aug 30, 2026
This video discusses Nvidia's investments in eight smaller AI-related companies. The creator analyzes each stock, providing their opinion and ranking them. The first stock discussed is Generate Biomedicine (GENB), which Nvidia recently invested in. The creator highlights GENB's innovative approach to drug discovery using AI and machine learning, but also notes its high valuation and significant cash burn.
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Coreweave (CRWB), a cloud provider optimized for AI using Nvidia hardware, has a massive backlog but suffers from terrible profitability and high forward P/E ratios, leading the creator to rank it low despite liking the company.
Coherent (COHR) is a global leader in optical networking and silicon photonics critical for AI, with a recent dip leaving its P/E ratio at attractive low levels, making it a stock the creator likes and plans to own.
Nokia is positioned at number four due to its strategic AI RAN partnership with Nvidia and strong net sales growth in AI/cloud, but caution is advised due to low margins and slower growth expectations.
Synopsys (SNPS) is a market leader in EDA software crucial for chip design, benefiting from AI advancements, but is considered expensive.
Nebia's Group (NBIS) shows impressive revenue growth and demand for its cloud computing services, but its rich valuation makes it a pass for now.
Nvidia is mentioned as the king of AI hardware and a significant investor in smaller AI companies.
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