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
Mar 31, 2025	Fund Letters	RiverPark Large Growth	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Accelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, semiconductors, Software Ecosystem	Login
Mar 31, 2025	Fund Letters	RiverPark Long/Short Opportunity Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Accelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, Networking, semiconductors, Software Ecosystem, supply chain	Login
Mar 18, 2025	Value Investors Club	lars	NVDA	NVIDIA Corp	Information Technology	Semiconductors	Bear	NASDAQ	AI capex cycle, CoreWeave, Moat, Multiple compression, Reflexivity, tariffs, Trainium	Login
Jan 14, 2025	Fund Letters	Mayar Capital	NVDA	NVIDIA Corporation	Technology Hardware & Equipment	Semiconductors	Bear	NASDAQ	AI, Chips, Competition, Margins, Overvaluation, semiconductors, technology, valuation	Login
Jan 1, 2025	Fund Letters	Jackson Peak Capital	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	AI leader, CapEx cycle, data center, growth, Market rally driver, semiconductors, technology	Login
Dec 31, 2024	Fund Letters	Mairs & Power - Growth Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Artificial Intelligence, data centers, Deep Learning, Gaming, Graphics Processing, high-performance computing, machine learning, semiconductors, technology	Login
Dec 31, 2024	Fund Letters	Alger Spectra Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, data centers, GPUs, high-performance computing, Hopper H200, semiconductors	Login
Dec 31, 2024	Fund Letters	Baron Opportunity Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	AI, data center, GPUs, growth, Networking, semiconductors, Software, Systems	Login
Dec 31, 2024	Fund Letters	RiverPark Long/Short Opportunity Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Artificial Intelligence, Cloud computing, data centers, Gaming, GPUs, growth, semiconductors	Login
Dec 31, 2024	Fund Letters	Jackson Peak Capital	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	AI, Artificial Intelligence, CapEx cycle, infrastructure, market rally, semiconductors, Technology leader	Login
Dec 19, 2024	Fund Letters	Andrew Hill Investment Advisors	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, autonomous vehicles, ChatGPT, Computing, Drug Research, Gaming, GPU Technology, semiconductors	Login
Sep 30, 2024	Fund Letters	RVK	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Mercado Libre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	Brazil, digital payments, e-commerce, Emerging markets, Fintech, Internet Retail, Latin America, Mexico	Login
Jul 31, 2024	Fund Letters	Ithaka US Growth Strategy	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, autonomous driving, Cloud computing, data center, Gaming, Gpu, machine learning, semiconductors	Login
Jul 11, 2024	Fund Letters	Patient Capital Management	NVDA	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Competitive advantages, Gpu, growth, market leadership, semiconductors, technology	Login
Jul 10, 2024	Fund Letters	Artemis US Select Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology hardware	Login
Jul 6, 2024	Fund Letters	Spree Capital Advisers	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc	Software & Services	Systems Software	Bull	NASDAQ	cloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology	Login
Jun 30, 2024	Fund Letters	Polen Capital - Global Growth	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Neutral	NASDAQ	Artificial Intelligence, Cyclical, Graphics Processing Units, infrastructure, innovation, semiconductors, valuation	Login
Jun 30, 2024	Fund Letters	Aristotle Atlantic Core Equity Strategy	NVDA	Nvidia	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, AI, data centers, Gpu, hyperscalers, semiconductors, technology	Login
Jun 30, 2024	Fund Letters	Alger Spectra Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, Cloud computing, data centers, Equity, GPUs, growth, semiconductors	Login
Jun 30, 2024	Fund Letters	RiverPark Long/Short Opportunity Fund	NVDA	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, data center, Gaming, Gpu, growth, semiconductors, technology	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

Follow Us On: