What stocks are in the Jensen-Praised Stocks watchlist?

The Jensen-Praised Stocks watchlist tracks 15 tickers on QuantAbundancia: TSM, ASML, ARM, SNPS, CDNS, DELL, HPE, SMCI, VRT, NOW, plus 5 more.

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Jensen-Praised Stocks

Companies NVIDIA CEO Jensen Huang has publicly praised or named as flagship partners — GTC keynote shout-outs, earnings-call name-drops, joint AI-factory announcements. The "Jensen on stage with them" book.

source: editorial

Hypothetical· equal-weight buy at inception, mark-to-market today

Jun 2 → Jun 2 · 15/15 picks · equal-weight

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Jensen-Praised Stocks

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SPY

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alpha

topTSM+0.0%·ASML+0.0%·ARM+0.0%

dragRXRX+0.0%·NBIS+0.0%·CRWV+0.0%

#1
TSMTaiwan Semiconductor Manufacturing Co.
"Without TSMC, there is no Nvidia." Jensen's most-repeated public praise — TSMC fabs every Nvidia GPU; he lauds Morris Chang constantly.
$446.69last
$314fib
+42.3%vs fib
#2
ASMLASML Holding N.V.
Jensen names ASML EUV lithography as the foundation enabling each leading-edge node his GPUs depend on.
$1705.37last
$1205fib
+41.5%vs fib
#3
ARMArm Holdings plc
Grace CPU is built on Arm Neoverse; Jensen praised the Arm partnership as core to the Grace-Blackwell superchip.
$402.71last
$185fib
+117.7%vs fib
#4
SNPSSynopsys, Inc.
Synopsys — Jensen praises the EDA partner from the GTC stage; chip design co-developed on accelerated computing.
$508.35last
#5
CDNSCadence Design Systems, Inc.
Cadence — same EDA praise; Jensen highlights Cadence running on Nvidia accelerated computing for chip + system design.
$416.39last
#6
DELLDell Technologies Inc.
Jensen shares the stage with Michael Dell on "AI factory" reference designs; Dell is a flagship Blackwell systems partner.
$435.31last
$366fib
+19.0%vs fib
#7
HPEHewlett Packard Enterprise Company
HPE — named AI-factory + supercomputing partner Jensen praises for enterprise Nvidia deployments.
$56.15last
#8
SMCISuper Micro Computer, Inc.
Super Micro — Jensen calls it an "incredible partner" for liquid-cooled GB200 rack-scale systems.
$50.17last
#9
VRTVertiv Holdings Co
Vertiv — power + liquid-cooling reference-design partner Jensen credits for making 800V / GB200 racks deployable.
$334.49last
$192fib
+74.2%vs fib
#10
NOWServiceNow, Inc.
ServiceNow — Jensen on stage with Bill McDermott on agentic AI; co-developed enterprise AI on Nvidia inference.
$127.65last
#11
ACNAccenture plc
Accenture — Jensen named it the launch SI partner for enterprise agentic-AI rollouts on the Nvidia stack.
$186.22last
#12
LLYEli Lilly and Company
Eli Lilly — Jensen praises the digital-biology / drug-discovery partnership as a flagship Nvidia BioNeMo deployment.
$1064.15last
#13
CRWVCoreWeave, Inc.
CoreWeave — Jensen repeatedly praises the GPU-cloud as a key Blackwell launch partner; Nvidia holds a stake.
$119.27last
$96fib
+24.2%vs fib
#14
NBISNebius Group N.V.
Nebius — Nvidia-invested neocloud Jensen names among the AI-infrastructure partners scaling Blackwell capacity.
$260.58last
$113fib
+130.6%vs fib
#15
RXRXRecursion Pharmaceuticals, Inc.
Recursion — Nvidia-invested AI drug-discovery company Jensen has praised from the stage as a BioNeMo flagship.
$3.61last

Frequently asked questions

What stocks are in the Jensen-Praised Stocks watchlist?: The Jensen-Praised Stocks watchlist tracks 15 tickers on QuantAbundancia: TSM, ASML, ARM, SNPS, CDNS, DELL, HPE, SMCI, VRT, NOW, plus 5 more.
What is the Jensen-Praised Stocks watchlist?: Companies NVIDIA CEO Jensen Huang has publicly praised or named as flagship partners — GTC keynote shout-outs, earnings-call name-drops, joint AI-factory announcements. The "Jensen on stage with them" book.