Nebius is currently the best stock that Nvidia owns. The company flew under the radar earlier this year because it was listed on the Nasdaq Stock Exchange just recently (in October) after a nearly three-year hiatus. The Russian tech giant Yandex, which was delisted due to sanctions after Russia invaded Ukraine, formerly owned Nebius' assets.

Nvidia CEO Jensen Huang met with President Trump at the White House yesterday. The meeting is just days before Huang leaves for China. He has been vocal about the need for US companies to access the world's largest semiconductor market.