'Jensen comes back': new concentrated portfolio bets Nvidia's leadership drama is overblown
ai · x · 2026-11-13
Anand Iyer published a Supertake portfolio arguing the market overreacted to Nvidia's leadership shakeup and that chip demand matters more than boardroom drama. The concentrated near-term book holds NVDA at its core (25%), plus 18% in the chip supply chain (TSMC, Micron, Amkor), networking/optics names (Coherent, Lumentum, Credo, Astera Labs), cloud providers renting the chips, and server/cooling companies, with cash reserved to add on further dips.
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