Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Sep 30, 2025 | Fund Letters | The Wolf of Harcourt Street | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | PM Capital Global Companies Fund | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | AAPL|MSFT|NFLX|NVDA|UNH | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI services, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, Office 365 | Login |
| Sep 30, 2025 | Fund Letters | Columbia Global Technology Growth Fund | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI Computing, CUDA Platform, data centers, enterprise, hyperscalers, semiconductors, Software Ecosystems | Login |
| Sep 30, 2025 | Fund Letters | Alger Spectra Fund | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Cloud computing, data centers, GPUs, growth, high-performance computing, semiconductors, technology leadership | Login |
| Sep 30, 2025 | Fund Letters | Alex Umansky | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, GPUs, infrastructure, semiconductors | Login |
| Sep 29, 2025 | Substack | Shareholders Unite | NVDA | Nvidia Corporation | Technology | Semiconductors | Bull | - | AI-driven robotics, autonomous robots, embedded AI, GR00T foundation model, industry standard, Isaac Platform, Jetson Thor, NVIDIA, robotics, semiconductors | Login |
| Sep 8, 2025 | Seeking Alpha | Seeking Alpha | NVDA | Nvidia Corporation | - | Semiconductors | Bull | - | AI accelerators, AI infrastructure, China market challenges, double-digit growth, GPU data center, long-term investment, Nvidia's market dominance, Revenue Growth, semiconductor industry, Undervalued Stock | Login |
| Sep 1, 2025 | Seeking Alpha | Seeking Alpha | NVDA | NVIDIA Corporation | - | Semiconductors | Bull | - | AI, data centers, GPUs, growth potential, innovation, investment thesis, market leadership, NVIDIA, semiconductors, valuation | Login |
| Aug 27, 2025 | Fund Letters | Xinyu Ru | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | Datacentres, energy, materials, semiconductors, Supercapacitors | Login |
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