Nvidia ( NVDA -3.26%) first disclosed a stake in fellow semiconductor company Arm Holdings ( ARM -5.59%) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.

Artificial intelligence (AI) is all the rage these days, and no company has benefited from the new big thing on Wall Street more than Nvidia. One of them is Fiverr (NYSE: FVRR), a corporation involved in the increasingly booming gig economy.

Nvidia has been in magnificent form on the stock market in the past year, recording stunning gains of almost 207% as of this writing. This is thanks to the consistently strong growth in the company's top and bottom lines on account of the booming demand for its artificial intelligence (AI) chips.

In the days following Donald Trump's return to the White House, the stock market has set record highs. While Trump has promised to cut taxes and boost business, he's also expressed his desire to regulate certain big tech players,