The SEC requires companies with over $100 million in stock holdings to report them quarterly, with the information released to the public 45 days after the quarter ends. Investors use this data to inform their own decisions. Nvidia, the world’s largest company, owns shares in companies like Applied Digital and Nebius Group, both involved in the data center building boom. Nvidia’s investments in these companies have been profitable, with Applied Digital’s stock price up 238% in 2025. Nebius is also experiencing rapid growth, with forecasts of significant revenue increases by 2026. Investors must weigh the risks and rewards of following Nvidia’s lead in purchasing these stocks.

Before investing in Applied Digital, investors should consider The Motley Fool’s 10 best stocks list for potential high returns. Nvidia, a profitable company, owns shares in Applied Digital and Nebius Group, both of which are unprofitable but have strong growth potential. Ultimately, investors must decide between the higher risk of investing in Applied Digital or Nebius or the safer option of investing in Nvidia. The 2026 winner remains unpredictable.

Read more at Yahoo Finance: 2 Genius Stocks Nvidia Owns That You Should Buy for 2026