




Nvidia Corporation ($NVDA) has recently updated its investment portfolio, disclosing its latest equity holdings in a 13F-HR filing. The company added new stakes in Nebius ($NBIS) and WeRide ($WRD), a Chinese autonomous driving company, while completely divesting from Nano-X Imaging ($NNOX). This announcement led to notable fluctuations in the stock prices of the companies involved. Nvidia's stock has rebounded to $140, recovering from a previous decline during the DeepSeek incident, where it lost over $500 billion in market capitalization on January 27. Over the past 14 days, Nvidia has regained all of that market cap, reflecting a nearly 40% increase since its lowest point. The stock's performance has prompted renewed interest from investors, with some making it their largest position following the downturn.
Nvidia is up 20% since X panic sold DeepSeek The day after that Monday, we made $NVDA our largest position. You can read the rationale back then 👇 https://t.co/fTDqPwSiMP
$NVDA is now back to the level before Deepseek, $NVDA has gone up ~40% since the low. The Short Case for Nvidia Stock thesis didn't play out for the bears. https://t.co/NZKHMUerNG
BREAKING: $NVDA Nvidia has done a full roundtrip back to $140 from where it fell two weeks ago during the DeepSeek collapse. The company lost $500B+ of market cap on January 27th. It has now gained all of it back in the past 14 days, giving investors an opportunity to reload… https://t.co/jifNsL2fBr