Nvidia Darlings: Analyzing Soundhound and Recursion Pharmaceuticals

Last week, Nvidia filed its first ever 13-F filing. While we all new that it had significant stake in Arm; its smaller positions in under the radar AI companies sent those stocks soaring.

ARM (ARM 0.00%↑)

Nvidia recently took over Alphabet as the world’s third largest company and hit another milestone: It filed its first ever 13-F filing. As the third largest publicly traded company in the world it now has a significant stock portfolio consisting of five publicly traded companies.

Arm was the largest holding Nvidia’s portfolio and the reasoning b…