Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026Fund LettersAntipodes Global FundNVDA NVIDIA SemiconductorsSemiconductors Bull NASDAQAgentic AI, AI infrastructure, CUDA, enterprise, hyperscalers, robotics, semiconductors
May 1, 2026Fund LettersAntipodes Global Value FundNVDA NVIDIA SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, CUDA, data centers, Enterprise AI, hyperscalers, robotics, semiconductors
Apr 29, 2026Fund LettersAlger Spectra FundNVDA NVIDIA Corporation SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, AI training, cloud infrastructure, data centers, Graphics Processing Units, market leadership, semiconductors
Apr 18, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units Bull Nasdaq Stock MarketAI infrastructure, Blackwell architecture, CUDA Software, Full-Stack Computing, Government AI, high margins, Mellanox acquisition, NVIDIA, robotics, semiconductors
Apr 11, 2026SubstackAlpha Seeker 84NVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull NASDAQ Stock MarketAI infrastructure, CUDA moat, data centers, economic margins, NVIDIA, NVLink Fusion, performance per watt, Pricing power, rack-scale systems, Software Stack
Feb 17, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsGraphics Processing Units Bull NASDAQ Stock MarketAdvanced Packaging, AI accelerators, data center, GPUs, Growth Opportunities, Hyperscale Cloud, NVIDIA, semiconductors, supply chain, TSMC
Feb 17, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsGraphics Processing Units Bull NASDAQ Stock MarketAI, digital workers, earnings beat, GPUs, NVIDIA, Rubin platform, software solutions, strategic monopsony, TSMC, undervaluation
Feb 11, 2026Fund LettersAlex UmanskyNVDA NVIDIA Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, Cadence, CapEx, Competition, Ecosystem, GPUs, infrastructure, Margins, semiconductors
Jan 30, 2026Fund LettersAlex UmanskyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, data centers, Ecosystem, GPUs, innovation
Jan 26, 2026Fund LettersKEN STUZINVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, Roadmap, semiconductors
Jan 21, 2026Twitter / X@MarkosAAIGNVDA NVIDIA Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQaccelerators, CoWoS, data centers, GPUs, HBM, HBM3E, HBM4, Packaging
Jan 21, 2026Fund LettersVimal PatelNVDA NVIDIA Corporation Information TechnologySemiconductors Bear NASDAQAI, datacenters, GPUs, guidance, Margins, valuation
Jan 14, 2026Fund LettersThomas KüpferNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, Gpu, inference, semiconductors
Jan 8, 2026Fund LettersScott GoodwinNVDA NVIDIA Corporation Information TechnologySemiconductors Bear NASDAQCapEx, GPUs, Productcycle, scaling, semiconductors
Jan 7, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull Nasdaq Stock MarketAI, Blackwell, data center, growth, inference performance, NVIDIA, robotics, semiconductors, target price, Vera Rubin
Dec 31, 2025Fund LettersMatthew PageNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAcceleration, Competition, datacenters, inference, semiconductors, valuation
Dec 26, 2025SubstackAlpha Seeker 84NVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull NASDAQ Stock MarketAI hardware, AI market strategy, deterministic execution, Groq, inference technology, latency consistency, licensing agreement, memory locality, NVIDIA, specialized appliances
Dec 4, 2025Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation -Semiconductors Bull -Advanced computing, AI, EPS growth, GPUs, growth potential, innovation, market opportunities, NVIDIA, semiconductors, technology leadership
Dec 2, 2025Seeking AlphaSeeking AlphaNVDA Nvidia Corporation -Semiconductors Bull -AI revolution, Competition, data center, Export controls, GPUs, gross margins, innovation, NVIDIA, P/E ratio
Nov 27, 2025SubstackSleepy SolNVDA NVIDIA Corporation Information TechnologySemiconductors Bear -ASICs, competitive landscape, cryptocurrency, earnings, Margins, market dominance, NVIDIA, semiconductors, TPU

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