5 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio

2. NVIDIA Corporation (NASDAQ:NVDA)

Market value of shares owned: $47,474,122

% of portfolio: 8.89%

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio.

On July 6, 2026, NVIDIA Corporation (NASDAQ:NVDA) expanded its partnership with Hugging Face to integrate its Isaac GR00T 1.7 foundation model and Isaac Teleop framework into the open-source LeRobot library. The collaboration connects NVIDIA Corporation’s (NASDAQ:NVDA) three million robotics developers with Hugging Face’s AI community, providing open access to standardized data collection and simulation workflows. Plans are also underway to integrate the company’s upcoming Cosmos 3 physical AI world model.

On the same day, NVIDIA Corporation (NASDAQ:NVDA) refuted a SemiAnalysis report claiming its next-generation “Kyber” AI rack architecture was delayed from 2027 to 2028. A spokesperson for the company confirmed to Screening Alpha, that NVIDIA Corporation’s (NASDAQ:NVDA) product roadmap is fully intact. The Kyber rack-scale system makes use of a vertical mounting design and houses 144 high-performance chips to boost density as well as to reduce latency for advanced AI workloads. The system is scheduled to debut alongside the Vera Rubin Ultra system in 2027.

Founded in 1993, the California-based company, NVIDIA Corporation (NASDAQ:NVDA), is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units.

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