Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 17, 2025 | Fund Letters | Alain Chung | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Bubble, growth, innovation, semiconductors, valuation | Login |
| Oct 17, 2025 | Fund Letters | Mark Boyar | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenter, GPUs, growth, Hardware, semiconductors, technology | Login |
| Oct 16, 2025 | Fund Letters | Chuck Lieberman | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, CUDA, datacenter, leadership, Pricing power, semiconductors, TAM expansion, valuation | Login |
| Oct 16, 2025 | Fund Letters | Bradley J. Eixmann | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenter, GPUs, growth, Hardware, leadership, semiconductors | Login |
| Oct 16, 2025 | Fund Letters | Chuck Lieberman | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, CUDA, datacenter, leadership, Pricing power, semiconductors, TAM expansion, valuation | Login |
| Oct 14, 2025 | Fund Letters | Hawkins Entrekin | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bear | NASDAQ | AI, Bubble, CapEx, semiconductors, Speculation, valuation | Login |
| Oct 14, 2025 | Fund Letters | Ankur Crawford | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Chips, cloud, Compute, datacenter, GPUs, growth, Hardware, semiconductors | Login |
| Oct 9, 2025 | Fund Letters | Dan Davidowitz | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI accelerators, Ecosystem moat, FCF, hyperscaler capex, Networking | Login |
| Oct 6, 2025 | Fund Letters | David M. Poppe | NVDA US | NVIDIA Corp. | Information Technology | Semiconductors | Bear | NASDAQ | AI, CapEx, Hype, Margins, Risk, semiconductors, Sustainability, valuation | Login |
| Oct 5, 2025 | Fund Letters | Robert J. Mark | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bear | NASDAQ | — | Login |
| Oct 4, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI Computing, GPUs, innovation, market position, NVIDIA, R&D Capabilities, Revenue Growth, shareholder returns, technology sector, Volatility | Login |
| Oct 1, 2025 | Fund Letters | Easterly - Global Real Estate Fund | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Mercado Libre | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | B2B wholesale, digital health, digital payments, E-commerce Platform, Financial Inclusion, Fintech, Latin America, market dominance, Political Resilience, POS Terminals | Login |
| Oct 1, 2025 | Fund Letters | Evolve Private Wealth | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | Novo Nordisk A/S | Health Care | Pharmaceuticals | Bear | NASDAQ | CEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide | Login |
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