Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | NVDA | Nvidia Corporation | Semiconductors | Graphics Processing Units | Bull | NASDAQ Stock Market | Advanced Packaging, AI accelerators, data center, GPUs, Growth Opportunities, Hyperscale Cloud, NVIDIA, semiconductors, supply chain, TSMC | Login |
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | NVDA | Nvidia Corporation | Semiconductors | Graphics Processing Units | Bull | NASDAQ Stock Market | AI, digital workers, earnings beat, GPUs, NVIDIA, Rubin platform, software solutions, strategic monopsony, TSMC, undervaluation | Login |
| Feb 11, 2026 | Fund Letters | Alex Umansky | NVDA | NVIDIA Corporation | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI, Cadence, CapEx, Competition, Ecosystem, GPUs, infrastructure, Margins, semiconductors | Login |
| Jan 30, 2026 | Fund Letters | Alex Umansky | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, Ecosystem, GPUs, innovation | Login |
| Jan 26, 2026 | Fund Letters | KEN STUZI | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, GPUs, Roadmap, semiconductors | Login |
| Jan 21, 2026 | Twitter / X | @MarkosAAIG | NVDA | NVIDIA Corporation | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | accelerators, CoWoS, data centers, GPUs, HBM, HBM3E, HBM4, Packaging | Login |
| Jan 21, 2026 | Fund Letters | Vimal Patel | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bear | NASDAQ | AI, datacenters, GPUs, guidance, Margins, valuation | Login |
| Jan 14, 2026 | Fund Letters | Thomas Küpfer | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, Gpu, inference, semiconductors | Login |
| Jan 8, 2026 | Fund Letters | Scott Goodwin | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bear | NASDAQ | CapEx, GPUs, Productcycle, scaling, semiconductors | Login |
| Jan 7, 2026 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | Semiconductors | Graphics & Multimedia | Bull | Nasdaq Stock Market | AI, Blackwell, data center, growth, inference performance, NVIDIA, robotics, semiconductors, target price, Vera Rubin | Login |
| Dec 31, 2025 | Fund Letters | Matthew Page | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | Acceleration, Competition, datacenters, inference, semiconductors, valuation | Login |
| Dec 26, 2025 | Substack | Alpha Seeker 84 | NVDA | NVIDIA Corporation | Semiconductors | Graphics & Multimedia | Bull | NASDAQ Stock Market | AI hardware, AI market strategy, deterministic execution, Groq, inference technology, latency consistency, licensing agreement, memory locality, NVIDIA, specialized appliances | Login |
| Dec 4, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | Advanced computing, AI, EPS growth, GPUs, growth potential, innovation, market opportunities, NVIDIA, semiconductors, technology leadership | Login |
| Dec 2, 2025 | Seeking Alpha | Seeking Alpha | NVDA | Nvidia Corporation | - | Semiconductors | Bull | - | AI revolution, Competition, data center, Export controls, GPUs, gross margins, innovation, NVIDIA, P/E ratio | Login |
| Nov 27, 2025 | Substack | Sleepy Sol | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bear | - | ASICs, competitive landscape, cryptocurrency, earnings, Margins, market dominance, NVIDIA, semiconductors, TPU | Login |
| Nov 27, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI revolution, Automation, data centers, depreciation schedule, Fed rate, market volatility, NVIDIA, Revenue Growth, semiconductors, Unemployment | Login |
| Nov 26, 2025 | Fund Letters | David Eborall | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, CapEx, data centers, growth, Monopoly, semiconductors, valuation | Login |
| Nov 9, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI infrastructure, China market, GPUs, Intel partnership, NVIDIA, OpenAI, recurring revenue, strategic investments | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | NVDA | NVIDIA Corporation | Information Technology | Graphics & AI processors | Bull | NASDAQ | Artificial Intelligence, competitive moat, data centers, Free Cash Flow, GPUs, hyperscalers, semiconductors, valuation | Login |
| Nov 8, 2025 | Fund Letters | Alex Umansky | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | datacenters, GPUs, growth, Moats, TAM | Login |
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