Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | Seeking Alpha | Seeking Alpha | NVDA | Nvidia Corporation | - | Semiconductors | Bear | - | AI, circular deals, Competition, energy constraints, geopolitical risk, Market Saturation, NVIDIA, priced to perfection, semiconductors, Universal Basic Income | Login |
| Nov 2, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bear | - | Graphics Processing Units, Market Saturation, NVIDIA, semiconductors, Stake Reduction | Login |
| Oct 31, 2025 | Fund Letters | Daniel S. Loeb | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Compute, data centers, GPUs, growth, infrastructure, Margins, Reasoning, semiconductors, Software | Login |
| Oct 31, 2025 | Fund Letters | Daniel S. Loeb | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Compute, data centers, GPUs, growth, infrastructure, Margins, Reasoning, semiconductors, Software | Login |
| Oct 29, 2025 | Fund Letters | Deiya Pernas | NVDA | NVIDIA Corp. | Information Technology | Semiconductors & AI Hardware | Bull | NASDAQ | AI, CapEx, data centers, Demand, GPUs, semiconductors, Utilization | Login |
| Oct 29, 2025 | Fund Letters | Deiya Pernas | NVDA | NVIDIA Corp. | Information Technology | Semiconductors & AI Hardware | Bull | NASDAQ | AI, CapEx, data centers, Demand, GPUs, semiconductors, Utilization | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | Acceleration, AI, data centers, GPUs, hyperscalers | Login |
| Oct 28, 2025 | Fund Letters | Ali Motamed | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bear | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | NVDA US | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Ali Motamed | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bear | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | NVDA US | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI compute, backlog, CUDA, data center, hyperscalers, Networking | Login |
| Oct 27, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI chips, AI infrastructure, competitive moat, earnings growth, GPUs, investment thesis, market demand, NVIDIA, semiconductors, technology | Login |
| Oct 26, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI, Blackwell chips, cloud providers, computational power, data centers, enterprise, NVIDIA, Revenue Growth, super-computing, technology leadership | Login |
| Oct 26, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI adoption, AI-focused chips, Blackwell chips, cloud providers, computational power, data centers, enterprise customers, NVIDIA, super-computing, technology leadership | Login |
| Oct 24, 2025 | Fund Letters | Tom Press | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Computing, data centers, FCF, GPUs, hyperscalers, innovation, Margins, semiconductors, Software | Login |
| Oct 21, 2025 | Fund Letters | Alan R.Christensen | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenter, GPUs, growth, leadership, Margins, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Brian A. Christiansen | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Compute, datacenter, growth, innovation, margin, Pricing, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Christopher Smith | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, capital intensity, data centers, earnings growth, GPUs, hyperscale, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | Emerson Bluhm | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenter, GPUs, hyperscalers, Pricing power, semiconductors | Login |
| Oct 20, 2025 | Fund Letters | George L. Smith III | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, Ecosystem, Gpu, growth, Pricing power, semiconductors | Login |
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