RJ Hamster
MTA: A Low-Risk Path to Gold, Silver, and Copper.
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*This information is disseminated on behalf of Metalla Royalty & Streaming*
Metalla Royalty & Streaming Offers a Low-Risk, High-Leverage Path to Profit from Record Gold, Surging Silver, and Copper’s Supply Crunch.
Metalla Royalty & Streaming (NYSE: MTA)stands out for its ability to provide leveraged exposure to metals while avoiding the operational and financial risks faced by traditional miners. By acquiring royalties and streams across gold, silver, and copper projects, the company benefits directly from rising metal prices and production growth without bearing sustaining capital, labor, or environmental costs.
With profitability now achieved and a diversified portfolio of roughly 100 assets,MTA demonstrates a scalable, high-margin business model that rewards investors as the metals cycle unfolds.
Its strategy aligns with the broader 2026 metals backdrop: gold continues to serve as a monetary anchor, silver demand is accelerating in industrial and renewable applications, and copper faces long-term supply deficits. MTA’s royalties capture upside automatically as mines expand or exploration succeeds, while institutional support—including an 8.9% stake held by Tether-linked entities—underscores confidence in the company’s growth path.
Exclusive Article
NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges
Author: Leo Miller. Article Published: 2/19/2026.
Key Points
- NVIDIA’s public equity portfolio shifted significantly in Q4 2025, with the firm adding three stocks and selling out of four.
- Intel and Synopsys are now NVIDIA’s two largest holdings, but the firms are aligning around more than just equity stakes.
- Meanwhile, NVIDIA backed away from one of its neocloud investments, maintaining its position in CoreWeave and Nebius.
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The world’s most valuable company made headline-grabbing news. Semiconductor giant NVIDIA (NASDAQ: NVDA) has released its latest 13F SEC filing, detailing the investments the company made and sold during Q4 2025. As the firm leading the artificial intelligence (AI) infrastructure boom, investors watch NVIDIA’s trades closely.
The filing not only shows which stocks NVIDIA sees value in, but also highlights its strategic moves within the AI and semiconductor ecosystem. While NVIDIA announced many of these trades before the 13F was filed, some details only became public with this filing. The clearest takeaways are where NVIDIA increased exposure, where it exited, and what it left unchanged.
Intel and Synopsys Become NVIDIA’s Top Holdings
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Three new names appeared on NVIDIA’s latest 13F: Intel (NASDAQ: INTC), Synopsys (NASDAQ: SNPS) and Nokia (NYSE: NOK). NVIDIA disclosed these investments in several press releases during 2025, but the 13F gives a more complete picture of their scale.
Intel is now NVIDIA’s largest holding. At the end of Q4, NVIDIA held over 214 million Intel shares, valued at roughly $7.9 billion — about 61% of the company’s public equity portfolio. NVIDIA first announced an investment in Intel in September 2025, initiating a $5 billion purchase at $23.28 per share. Since that announcement, Intel has risen nearly 50%, including a 23% jump immediately after NVIDIA’s news.
Synopsys is one of the two global leaders in electronic design automation (EDA), the software essential for designing advanced chips. Synopsys also owns key intellectual property used as “building blocks” in semiconductor design. NVIDIA owns more than 4.8 million Synopsys shares, valued at just over $2.2 billion at the end of Q4. Synopsys has climbed more than 5% since NVIDIA disclosed a $2 billion purchase in December 2025 at $414.79 per share.
Strategic Alignment: Connecting the Dots Between NVDA, INTC and SNPS
NVIDIA’s stakes in Intel and Synopsys aren’t just about returns; they appear driven by strategic alignment. With Intel, NVIDIA is aiming to expand its reach within the x86 central processing unit (CPU) ecosystem.
Intel will produce x86 CPUs that NVIDIA can integrate into both its data center and personal computing products. In the CPU market, x86 architectures compete with Arm-based designs, led by ARM (NASDAQ: ARM), a stock in which NVIDIA sold its stake during Q4.
Arm controlled roughly 20% of the data center CPU market at the end of its 2025 fiscal year, leaving the majority of the market to x86 incumbents like Intel and Advanced Micro Devices (NASDAQ: AMD). NVIDIA continues to work with Arm as its architecture gains share, but partnering with Intel may strengthen NVIDIA’s position across the broader CPU market.
Intel is also one of Synopsys’s largest customers. Synopsys typically benefits when semiconductor companies launch new design programs — exactly the sort of activity the NVIDIA–Intel partnership suggests. That creates a potential win-win scenario: Intel’s design programs could boost Synopsys, while NVIDIA benefits from closer integration across the stack. Separately, NVIDIA is collaborating with Synopsys to accelerate design workflows.
NVIDIA Sells One Neocloud, Holds Two Others
NVIDIA removed four names from its portfolio in Q4 2025 — moves it had not publicly detailed before the 13F. The company sold positions in Applied Digital (NASDAQ: APLD), Arm, Recursion Pharmaceuticals (NASDAQ: RXRX), and WeRide (NASDAQ: WRD). At the end of Q3, those stakes ranged in value from about $17 million to $177 million.
The most notable of those exits is Applied Digital. The stock fell after NVIDIA’s 13F disclosure. Applied Digital is a neocloud company that provides cloud infrastructure tailored for AI workloads, unlike hyperscalers such as Amazon.com (NASDAQ: AMZN), which offer both traditional and AI-centric services.
Yet NVIDIA retained positions in two other neocloud providers: CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS). That contrast suggests NVIDIA has more confidence in CoreWeave and Nebius than it does in Applied Digital.
What the Q4 2025 Filing Signals About NVIDIA’s AI Infrastructure Priorities
Across Q4 2025, NVIDIA consolidated its public equity holdings from six positions to five, and clearly deepened ties with Intel and Synopsys while trimming smaller or noncore stakes like Recursion and WeRide. The sale of Applied Digital, alongside maintained exposure to CoreWeave and Nebius, points to selective positioning within the neocloud segment. Taken together, the 13F portrays a more focused portfolio and a clearer set of priorities within the AI infrastructure stack.
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