Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 13, 2026SubstackAlpha Seeker 84NVDA Nvidia Corporation SemiconductorsGraphics & Video Processing Bull Nasdaq Stock MarketAI cloud, Diversified demand, enterprise, financial guarantees, GPUs, growth potential, hardware investments, Industrial, market position, NVIDIA
Sep 10, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation Information TechnologySemiconductors Bull Nasdaq Stock MarketAI growth, data center, earnings growth, Interest rates, investment opportunity, NVIDIA, profitability, Quant rating, semiconductors, valuation
Sep 3, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation TechnologySemiconductors Bull Nasdaq Stock MarketAI infrastructure, data center growth, growth strategy, Hugging Face acquisition, NVIDIA, open-source models, Pricing power, semiconductor tariffs, Strategic Partnerships, undervaluation
Sep 1, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation TechnologySemiconductors Bull Nasdaq Stock MarketAI market, Custom Asics, growth targets, Hugging Face, memory costs, neocloud, NVIDIA, private equity, recurring revenue, Strategic Partnerships
Aug 30, 2026SubstackModern Value InvestingNVDA Nvidia Corporation SemiconductorsGraphics & Video Processing Bull Nasdaq Stock MarketAI revolution, automotive, Cloud computing, data centers, earnings potential, Forward PE, Gaming, GPUs, innovation, Revenue Growth
Aug 26, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsSemiconductor - Specialized Bull NASDAQ Stock MarketAI chips, data center, earnings beat, gross margins, hyperscalers, NVIDIA, Pricing power, Revenue Growth, semiconductors, valuation
Aug 26, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processors Bull NASDAQ Stock MarketAI silicon, CUDA Ecosystem, forward P/E, growth potential, Liquidity, macroeconomic factors, NVIDIA, overproduction, Sovereign AI, technical analysis
Aug 26, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation SemiconductorsGraphics Processing Units (GPUs) Bull Nasdaq Stock MarketAI Economy, data center, Graphics Processing Units, Hyperscaler Investments, NVIDIA, P/E ratio, Revenue Growth, semiconductors, supply chain, Vera Rubin
Aug 26, 2026Seeking AlphaSeeking AlphaNVDA Nvidia Corporation TechnologySemiconductors Bull NASDAQ Stock MarketAI, Ecosystem, Hyperion platform, market leadership, NVIDIA, operating margins, Revenue Growth, semiconductors, valuation, Vera Rubin
Aug 24, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units (GPUs) Bull NASDAQ Stock MarketAI servers, AI trade, Custom Asics, GPUs, market share, NVIDIA, price hike, semiconductors, valuation, Vera Rubin
Aug 22, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units (GPUs) Bull Nasdaq Stock MarketAI infrastructure, China growth, earnings growth, financing risks, GPU demand, gross margins, NVIDIA, semiconductor industry, valuation, Vera Rubin
Aug 8, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics & Multimedia Bear NASDAQ Stock Marketcircular financing, Customer concentration, deferred revenues, DGX vs HGX systems, GPUs, gross margins, manufacturing lead times, non-marketable securities, NVIDIA, semiconductors
Aug 5, 2026Fund LettersBarometer Capital ManagementNVDA NVIDIA Corporation OtherSemiconductors Bull -AI accelerators, AI Computing, AI infrastructure, data centers, GPUs, hyperscalers, semiconductors, technology
Aug 4, 2026Seeking AlphaSeeking AlphaNVDA NVIDIA Corporation SemiconductorsGraphics Processing Units (GPUs) Bear NASDAQ Stock MarketAI boom, AI investment cycle, Capital Spending, circular economics, Credit risk, CUDA Platform, GPUs, hyperscaler capex, market sentiment, NVIDIA Corporation
Jul 28, 2026Fund LettersPolen Capital - Focus GrowthNVDA NVIDIA SemiconductorsSemiconductors Bull NASDAQAI infrastructure, Competitive advantages, CPUs, data center, Dominant Position, earnings growth, Ecosystem, GPUs, semiconductors, valuation compression
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaNVDA NVIDIA Corporation SemiconductorsSemiconductors Bull NASDAQAI Computing, AI infrastructure, data centers, Durable Competitive Advantage, Gpu, Innovation Leadership, market dominance, semiconductors
Jul 20, 2026Fund LettersLongriver Investment PartnersNVDA NVIDIA Corporation SemiconductorsSemiconductors Bull NASDAQAI accelerators, CUDA, data center, GPUs, HBM, inference, Networking, supply chain, Systems Integration, Training
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

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