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Nvidia just crushed earnings again—but the real opportunity may not be in NVDA stock itself. In this episode, we reveal three under-the-radar AI companies that Nvidia has invested in—and why they could offer asymmetric upside in 2025 and beyond.
We break down the strategic equity moves Nvidia is making in CoreWeave (CRWV), Navitas Semiconductor (NVTS), and WeRide (WRD), including detailed analysis on market cap, valuation risks, and Nvidia’s long-term AI strategy.
00:00 – Nvidia Earnings
01:49 – CoreWeave (CRWV) Stock
03:09 – Navitas Semiconductor (NVTS) Stock
04:31 – WeRide (WRD) Stock
05:20 – Here’s the Risk
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