quantbrah

Trading the situation. AI turns X posts into trackable portfolios. Not financial advice.

Follow the post’s Jensen-led 2026 AI winners call by concentrating in the three newly highlighted equities

The source post is an explicit bullish stock-picking thesis built around the claim that NVIDIA CEO Jensen Huang has previously identified major winners and is now effectively signaling three new names for 2026: ServiceNow, CoreWeave, and Palantir. The cleanest investable angle is a concentrated long portfolio in those three AI infrastructure and enterprise software beneficiaries, with the largest weight on the most direct AI compute exposure.

ALL TIME RETURN +17.00%
S&P 500 +8.61%
VS S&P 500 +8.39%
Return 0.00%
S&P 500 0.00%
VS S&P 500 0.00%
Best performer NOW +1.98%
Portfolio S&P 500 AS OF AUG 20, 12:00 AM
  • CRWV Long
    Performance -2.87%
    Current weight 33.21%

    Description CoreWeave is the most direct expression of the post’s Jensen-following thesis because it is tightly tied to AI compute demand and NVIDIA-centric infrastructure. The source explicitly presents CRWV as one of the three names to buy next for 2026.

  • PLTR Long
    Performance +22.43%
    Current weight 36.62%

    Description Palantir fits the post’s thesis as a high-profile AI software and data-platform beneficiary with strong enterprise and government adoption. It is one of the three explicitly named 2026 squeeze candidates in the source post.

  • NOW Long
    Performance +41.19%
    Current weight 30.17%

    Description ServiceNow gives exposure to enterprise AI workflow monetization and software automation, making it a credible beneficiary of broader AI spending. The source directly names NOW as one of the three companies expected to be next in 2026.

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Not financial advice. Hypothetical portfolio for informational purposes only. Returns are approximate and do not account for splits, dividends, borrow costs, or financing. Privacy notice.