Tax Resolution Plus

Part 2 of the last video where NVIDIA is actually pouring capital 👇

Everyone focuses on AI headlines but the real signal is where capital is flowing behind the scenes. NVIDIA is not just betting on chips. It is positioning across the entire AI infrastructure stack.

Here is what that looks like:

1. Intel (INTC) ~$9.48B
Custom CPUs, x86 architecture, and data center infrastructure expansion.

2. CoreWeave (CRWV) ~$3.66B
AI cloud capacity play powering massive GPU demand.

3. Synopsys (SNPS) ~$1.91B
The design software layer behind next generation AI chips.

4. Nokia (NOK) ~$1.34B
AI RAN and long term 6G telecom infrastructure play.

5. Arm Holdings (ARM)
Core architecture partner behind NVIDIA Grace CPU ecosystem.

6. SoundHound AI (SOUN)
Voice AI, automotive assistants, and conversational systems.

This is not just AI hype. It is an entire infrastructure stack being built in real time.

Which one do you think is positioned best for the long run?