Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, automotive, Cloud computing, data center, Enterprise software, Gaming, Gpu, growth, semiconductors
Jun 30, 2025Fund LettersContrarius Global Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, autonomous vehicles, Cloud computing, CUDA Ecosystem, data centers, Digital Twins, GPUs, growth, machine learning, robotics, semiconductors, Software Services
Jun 30, 2025Fund LettersRiverPark Large GrowthNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, automotive, Blackwell Platform, CUDA, data center, Enterprise Inference, Gpu, growth, Hopper Architecture, semiconductors, Sovereign AI
Jun 30, 2025Fund LettersBaron Durable Advantage FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, data centers, fabless, Full-stack, GPUs, large language models, semiconductors
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI infrastructure, CapEx, data center, Gpu, growth, semiconductors, technology
Jun 30, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, China Trade, data centers, geopolitical risk, GPUs, semiconductors, Technology Export Controls
Jun 30, 2025Fund LettersImpax US Sustainable Economy FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI ecosystem, AI infrastructure, energy efficiency, GPUs, Hyperscale Cloud, robotics, semiconductors
Jun 30, 2025Fund LettersMar Vista Global Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI infrastructure, Artificial Intelligence, Blackwell Platform, GPUs, large language models, semiconductors
Jun 30, 2025Fund LettersSilas MyersNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Blackwell, Compute Power, infrastructure, semiconductors
May 28, 2025Fund LettersArtemis Global Select FundNVDA NVIDIA Corporation Information TechnologySemiconductors Neutral NASDAQAI, China, Competitive Threat, Gpu, semiconductors, technology
May 26, 2025Fund LettersSaltlight CapitalNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, Enterprise Technology, Gpu, Hardware, semiconductors
Apr 28, 2025Twitter / X@tbu12345678NVDA NVIDIA Corporation Information TechnologySemiconductors Bull NasdaqChina, Infra, Networking, NVDA, NVIDIA, Payments, semiconductors, Simulation
Apr 14, 2025Fund LettersMunro Global Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Cloud computing, Computing Infrastructure, data centers, Gpu, growth, hyperscalers, machine learning, semiconductors, technology
Apr 1, 2025Fund LettersBaillie Gifford -International Concentrated GrowthNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Cyclical, GPUs, Hardware, machine learning, Performance, semiconductors, technology
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, Computing Intensity, DeepSeek, generative AI, GPUs, hyperscalers, Jevons Paradox, large language models, Reasoning Capabilities
Mar 31, 2025Fund LettersMar Vista Global Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI, Artificial Intelligence, data centers, GPUs, growth, hyperscalers, infrastructure, semiconductors, technology
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityNVDA NVIDIA Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, DeepSeek, GPUs, hyperscalers, Llms, Reasoning Models, semiconductors
Mar 31, 2025Fund LettersAlger Spectra FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, Enterprise AI, GPUs, high-performance computing, Parallel Processing, semiconductors
Mar 31, 2025Fund LettersIthaka US Growth StrategyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, CUDA, data centers, Edge computing, GPUs, machine learning, semiconductors, valuation compression
Mar 31, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, China, Cloud computing, data centers, GPUs, semiconductors, tariffs

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