Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 20, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units Bull NASDAQ Stock MarketAI ecosystem, capital-light model, Export restrictions, FQ1 earnings, growth vector, Microsoft partnership, NVIDIA, personal AI PC, premium pricing, RTX Spark
Jun 18, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units (GPUs) Neutral Nasdaq Stock MarketAI infrastructure, earnings multiple, Graphics Processing Units, hyperscalers, Margins, NVIDIA Corporation, Revenue Growth, S&P 500, semiconductors, Systemic risk
May 25, 2026SubstackModern Value InvestingNVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bull Nasdaq Stock MarketAI, China, data center, earnings, growth, hyperscalers, NVIDIA, PE ratio, semiconductors, valuation
May 21, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsGraphics & AI Processors Bull Nasdaq Stock MarketAI adoption, AI inferencing, capital investment, Edge computing, growth momentum, hyperscalers, NVIDIA, semiconductors, SuperPOD, Vera Rubin
May 21, 2026SubstackAlpha Seeker 84NVDA NVIDIA Corporation SemiconductorsGraphics & AI Processors Bull NASDAQ Stock MarketACIE, AI infrastructure, data center, hyperscale, Networking, Non-GAAP EPS, NVIDIA, Revenue Growth, Supply commitments, valuation
May 20, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics & AI Chips Bull NASDAQ Stock MarketAI infrastructure, Artificial General Intelligence, autonomous driving, data center, generative AI, gross margins, NVIDIA, Replacement Cycle, semiconductors, Taiwan Semiconductor
May 20, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics & AI Processors Bull Nasdaq Stock MarketAI infrastructure, China, Competitive Advantage, CUDA, data center, GPUs, Gross margin, Networking, NVIDIA, Revenue Growth
May 18, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsGraphics Processing Units (GPUs) Bear NASDAQ Stock MarketAI applications, bearish outlook, China sales, CPU shift, data centers, GPUs, market dynamics, NVIDIA, political backlash, valuation
May 17, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units Bull Nasdaq Stock MarketAI infrastructure, earnings, GPU demand, hypergrowth, hyperscaler spending, NVIDIA, options squeeze, Rubin ramp-up, stock valuation
May 17, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics & AI Chips Bull NASDAQ Stock MarketAI chips, China sales, earnings surprise, growth opportunity, H100 chips, market leadership, NVIDIA Corporation, Revenue Growth, semiconductors, valuation
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

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