Buy NVDA by Aug 14, 2026.

The new positions that jumped out at me: ServiceNow, Nvidia, Broadcom, Adobe, Oracle, Workday, Dell, Intel, Texas Instruments. Meanwhile Amazon, Meta, and Microsoft got trimmed. Even though I don’t like the guy, I’m very tempted to copy his exact portfolio. He is clearly doing to steer these stocks in the upward direction for his personal gain. The Q1 OGE financial disclosure dropped and it’s roughly 3,600 transactions, somewhere between $220M and $750M in volume.