Huang Renxun's Stock Picks Overview: NBIS (Nebius) surged by 485.7% in the past year, while INTC (Intel) rose by 253.1% in 5 months.

BlockBeats News, June 3rd. According to BlockBeats' statistics, the stocks in NVIDIA's portfolio have seen significant gains this year, some of which were mentioned by Huang Renxun in public. They are:

NBIS (Nebius) - 485.7% increase — AI infrastructure and cloud service provider, formerly the international business unit of Yandex, focusing on high-performance computing, data centers, and AI training cloud platforms.

INTC (Intel) - 253.1% increase — The world's leading semiconductor company, primarily designing, manufacturing, and selling CPUs, GPUs, data center/AI chips, and related computing products.

CRWV (CoreWeave) - 198.2% increase — AI cloud infrastructure provider, specializing in a high-performance GPU cloud computing platform, offering dedicated cloud services for AI training and inference.

NOK (Nokia) - 116.9% increase — Telecommunications equipment giant, providing mobile, fixed, and cloud networking infrastructure and related software services.

MRVL (Marvell Technology) - 55.7% increase — Semiconductor solutions provider, focusing on chip design for data centers, networking, storage, and AI infrastructure, particularly leading in optical interconnect and custom silicon.

IREN (IREN) - 26.4% increase — Bitcoin mining and AI data center operator, using renewable energy-driven high-performance computing facilities to support AI training.

COHR (Coherent) - 19.1% increase — Manufacturer of optical materials, lasers, and optoelectronic devices, primarily serving the industrial, communication, electronic, and semiconductor markets.

LITE (Lumentum) - 18.6% increase — Manufacturer of optical and photonic products, mainly producing components for data centers, AI networks, and industrial laser applications.

SNPS (Synopsys) - 16.0% increase — Leader in electronic design automation (EDA) software, providing critical tools and technology for semiconductor chip design, verification, and manufacturing, and is a core infrastructure supplier for AI chip development.

GLW (Corning) - 10.9% increase — Global leader in specialty glass and ceramic materials manufacturing, offering fiber optics, optical components, and display technologies to support data center and AI infrastructure construction.