Looking at some of the moves that align with Jensen Huang's strategy.
CCJI is a SPAC set to merge with Agility Robotics, a humanoid robotics company backed by $NVIDIA(NVDA)$ and AMZN. They're at the stage of mass production readiness and have secured $300M in orders. It's a significant holding in my view.
$Nokia Oyj(NOK)$ holds the most 5G/6G RAN patents outside of China. Its role seems critical for defense infrastructure in the US and EU, especially with the potential to bring AI to the edge following its Infinera photonics acquisition.
$Corning(GLW)$ is focused on connecting data centers to RAN and between each other using fiber optics and optical interconnects, which operate at light speed.
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