Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service