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3 New AI Stocks NVIDIA is Buying Now! 😮

The creator discusses three stocks Nvidia has recently invested in, highlighting Coherent Corporation (COHR) and Generate Biomedicines (GEN) as new additions. While acknowledging Nvidia's strategic interest in Coherent for AI infrastructure, the creator finds its current valuation too high for personal investment, preferring to wait for a pullback. Generate Biomedicines is presented as a potential future play in AI-driven healthcare and drug discovery.

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Tickers discussed in this post

NVDANeutralHigh ConvictionSignal-backedPrimary

As an Nvidia shareholder, the creator approves of their expansion into the AI ecosystem beyond just chip manufacturing.

CRWVBullishMedium ConvictionSignal-backedPrimary

Coreweave, an AI data center specialist, is a buy for the creator due to its massive revenue backlog and Nvidia's backing, despite high CapEx and Wall Street concerns.

GENNeutralLow ConvictionSignal-backedSecondary

Nvidia's $10 million investment in Generate Biomedicines (GEN), a biotech firm focused on generative biology, suggests a potential future direction for AI in healthcare and drug discovery.

COHRNeutralLow ConvictionSignal-backedPrimary

The creator views Coherent Corporation (COHR) as a critical play for AI infrastructure but finds its current valuation too high, preferring to wait for a pullback.

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