As seen on the 24/7 Wall St. homepage on August 12, 2026.
A 19% move follows last night's Q2 earnings beat, rebuilding the AI cloud premium in a single session. Whether buyers hold this level is the next tell.
Mentioned: CRWV
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As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.
The AI buildout still runs on borrowed money: free cash flow came in at negative $5.7 billion even as revenue more than doubled year over year. Demand is not the question here, funding it is.