Nvidia just delivered another monster quarter—smashing Wall Street expectations, again. But here’s the twist: while Nvidia’s stock is already pricing in years of growth, the smarter play might be watching where Nvidia is quietly putting its capital to work.
This episode is about leverage—specifically, leveraging Nvidia’s strategic investments to uncover stocks with asymmetric upside. We’re looking at three companies Nvidia has taken equity positions in. That’s not marketing—it’s capital. And in this market, Nvidia’s conviction is often a leading indicator.
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Nvidia’s Q1 2025 earnings didn’t just “beat”—they redefined expectations:
Driven by AI infrastructure demand that shows no signs of slowing. As Jensen Huang said on the earnings call: “We’re just getting started.”
But beyond the headlines, there’s something far more interesting. Nvidia isn’t just selling GPUs anymore. They’re building an ecosystem. A power structure. And one of the sharpest ways to trace that structure is by following Nvidia’s equity investments—where they actually put money to work outside their own balance sheet.
CoreWeave has gone from obscure to essential seemingly overnight. Originally an Ethereum mining operation, it pivoted into an AI-native cloud infrastructure firm—and is now a real contender to AWS and Azure in GPU cloud workloads.
After CoreWeave went public, Nvidia doubled its position—now holding close to 10% of the company. That vote of confidence sent CRWV’s stock from ~$15 to nearly $40 in just weeks, lifting its market cap from under $20 B to over $50 B at peak.
Valuations are frothy. Forward P/S ratios are soaring. Analysts are cautious. This isn’t a profit play—yet. Long-term investors should wait for volatility and a better entry point.
At under $1.5 B market cap, Navitas is a David among Goliaths. They build GaN and SiC power semiconductors—critical for next-gen AI data centers where power efficiency and heat management are paramount.
Nvidia didn’t just sign on as a customer—they invested when Navitas was valued at ~$500 M. NVTS rocketed from ~$2 to ~$6 on the news; it has retraced somewhat but the technical setup remains strong.
Highly speculative—execution risk is high. Worth watching if you believe in energy efficiency as an AI bottleneck.
WeRide is a Chinese Level 4 autonomous-driving innovator. Nvidia invested early; rumors of an IPO have rippled through the AV sector. No public stock move yet, but peers like Aurora saw sympathy gains.
Autonomy is one of the most hardware-intensive AI use cases. Nvidia’s DRIVE platform is central; WeRide is a key collaborator in Asia. If WeRide IPOs or Nvidia ups its stake, expect headline volatility.
High-risk, high-reward. Regulatory and capital intensity risks abound. Track for IPO signals or additional capital moves.
Simple: Nvidia isn’t just selling shovels during a gold rush—they’re planting seeds across the AI landscape. From data infrastructure (CoreWeave) to energy efficiency (Navitas) to mobility (WeRide), they’re betting on the entire stack.
As an investor, follow their capital commitments, not just headlines. Structure beats noise. But remember:
Don’t chase. Build your watchlist. Wait for the market to give you entry points. And always—do your own research.
Which Nvidia-backed company intrigues you most? CoreWeave, Navitas or WeRide? Or another AI name you’re watching?
Drop your thoughts in the commentsIf this episode changed how you see AI investing, like and subscribe to AI Stock Radar. Next up: how Nvidia’s dominance forces AMD, Qualcomm & Intel to pivot fast.