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 +14.46%
S&P 500 +6.32%
VS S&P 500 +8.14%
Return +13.47%
S&P 500 +0.71%
VS S&P 500 +12.76%
Best performer NOW +22.08%
Portfolio S&P 500 AS OF MAY 29, 10:30 PM
  • CRWV Long
    Performance -2.22%
    Current weight 34.17%

    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 +13.06%
    Current weight 34.57%

    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 +43.09%
    Current weight 31.26%

    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.