Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 4, 2025Fund LettersCormac WeldonNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenter, growth, Margins, semiconductors, valuation
Jul 31, 2025Fund LettersScott LaBrecheNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenters, Ecosystem, GPUs, growth, hyperscalers, Margins
Jul 31, 2025Fund LettersChristopher SmithNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Data, efficiency, hyperscalers, inference, Margins, Moats, Roadmap, semiconductors, Software
Jul 28, 2025Fund LettersDavid A. RolfeNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, cloud, Data_centers, growth, hyperscale, Moats, semiconductors
Jul 22, 2025Fund LettersScott O'GormanNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, CUDA, data center, GPUs, infrastructure
Jul 22, 2025Fund LettersRahul NarangNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenters, Demand, efficiency, GPUs
Jul 22, 2025Fund LettersAnkur CrawfordNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Computing, datacenters, growth, semiconductors
Jul 22, 2025Seeking AlphaOsterweis Capital ManagementNVDA Nvidia Information TechnologySemiconductors Bull NasdaqGS—
Jul 21, 2025Fund LettersGeorge L. Smith IIINVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CapEx, datacenters, GPUs, semiconductors
Jul 21, 2025Fund LettersEmerson BluhmNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, cloud, datacenters, GPUs, semiconductors
Jul 21, 2025Fund LettersBrian A. ChristiansenNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenters, hyperscalers, infrastructure, Margins, semiconductors
Jul 21, 2025Seeking AlphaOriental TraderNVDA Nvidia Corporation Information TechnologySemiconductors Bear NASDAQ—
Jul 21, 2025Seeking AlphaPythia ResearchNVDA Nvidia Corporation Information TechnologySemiconductors Bull NASDAQ—
Jul 21, 2025Seeking AlphaStone Fox CapitalNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQ—
Jul 20, 2025Seeking AlphaKennedy NjagiNVDA Nvidia Corporation Information TechnologySemiconductors Bull NASDAQ—
Jul 19, 2025Seeking AlphaJR ResearchNVDA NVIDIA Corporation Information TechnologySemiconductors Neutral NASDAQ—
Jul 18, 2025Seeking AlphaLL InsightsNVDA Nvidia Corporation Information TechnologySemiconductors Bull NasdaqGS—
Jul 18, 2025Seeking AlphaJack BowmanNVDA Nvidia Corporation Information TechnologySemiconductors Bull NASDAQ—
Jul 18, 2025Seeking AlphaDoodad CapitalNVDA Nvidia Corporation Information TechnologySemiconductors Bull NASDAQ—
Jul 17, 2025Fund LettersSimon RaubenheimerNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, data centers, Ecosystems, growth, semiconductors

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