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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
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