Shares of companies that Nvidia works with are doing well on the stock market

When Nvidia boss Jensen Huang speaks, the markets are in turmoil. Even subordinate clauses lead to movements in the billions. This is what happened at the Consumer Electronic Show (CES) in Las Vegas on Monday. There, Huang was asked about the potential of quantum technology and replied that he did not expect it to be ready for the market until around 20 years from now. The markets didn’t like that at all. They increased quantum computer stocks such as Ionq, Rigetti and D-Wave, some by more than 40 percent.

It was once again a sign of how seriously the markets take Huang. Not only from professional investors, but also from private investors who intensively discussed the appearance on social media – especially in the famous Reddit community “Wallstreetbets”. At the same time, an exciting thesis was raised: “Jensen Huang basically told us what to invest in“ – Jensen Huang told us how to invest.

The author was not referring to Huang’s statements about quantum technology, but rather to a presentation slide by Huang in which he presented various Nvidia cooperation partners – including companies such as Adobe, Crowdstrike and SAP. The user’s underlying question is: Is it worth investing in a portfolio of Nvidia-affiliated companies?

Huang index better than Nasdaq

Capital investigated this question. And: In fact, such a “Huang” index would have been a good investment in the past. In 2024 it would have clearly beaten the market.

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