Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Aug 26, 2025 | Substack | Monopolistic Investor | NVDA | Nvidia Corporation | Technology | Semiconductors | Bear | - | AI, CUDA, Free Cash Flow, GPUs, Monopolistic Traits, NVIDIA, Omniverse, Overvaluation, R&D, semiconductors | Login |
| Aug 7, 2025 | Fund Letters | Jesse Flores | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, CapEx, datacenters, Export controls, GPUs | Login |
| Aug 4, 2025 | Fund Letters | Cormac Weldon | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, datacenter, growth, Margins, semiconductors, valuation | Login |
| Jul 31, 2025 | Fund Letters | Scott LaBreche | NVDA | NVIDIA Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, datacenters, Ecosystem, GPUs, growth, hyperscalers, Margins | Login |
| Jul 31, 2025 | Fund Letters | Christopher Smith | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Data, efficiency, hyperscalers, inference, Margins, Moats, Roadmap, semiconductors, Software | Login |
| Jul 28, 2025 | Fund Letters | David A. Rolfe | NVDA | NVIDIA Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud, Data_centers, growth, hyperscale, Moats, semiconductors | Login |
| Jul 22, 2025 | Fund Letters | Scott O'Gorman | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, CUDA, data center, GPUs, infrastructure | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, Demand, efficiency, GPUs | Login |
| Jul 22, 2025 | Fund Letters | Ankur Crawford | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, Computing, datacenters, growth, semiconductors | Login |
| Jul 22, 2025 | Seeking Alpha | Osterweis Capital Management | NVDA | Nvidia | Information Technology | Semiconductors | Bull | NasdaqGS | — | Login |
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