In a 13F filing earlier this year, Nvidia disclosed its investments in five companies as of Dec. 31, 2023: SoundHound AI (NASDAQ: SOUN), Arm Holdings (NASDAQ: ARM), Recursion Pharmaceuticals (NASDAQ: RXRX), Nano-X Imaging (NASDAQ: NNOX), and TuSimple Holdings
Four of them are losing money and the other one aka ARM has a PE ratio of 300+. The most shocking one is TuSimple Holdings because it is a stock listed in OTC and even has a "Delinquent SEC Reporting" status.
If you believe their financial reports, their liquidation value consisting of net cash alone far exceeds their market capitalisation.
It must be the kind of deep value investment Graham craves rather than bogus overseas cash! /s
I think NVIDIA deserves a better partner than such a totally failed traditional China Hustle with a lot of fake overseas cash because Nvidia is a grossly undervalued super quality ultra growth deep value chad sigma AI AGI ASI company, right? Right? /s