Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Mar 31, 2025Fund LettersRiverPark Large GrowthNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, semiconductors, Software Ecosystem
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, Networking, semiconductors, Software Ecosystem, supply chain
Mar 18, 2025Value Investors ClublarsNVDA NVIDIA Corp Information TechnologySemiconductors Bear NASDAQAI capex cycle, CoreWeave, Moat, Multiple compression, Reflexivity, tariffs, Trainium
Jan 14, 2025Fund LettersMayar CapitalNVDA NVIDIA Corporation Technology Hardware & EquipmentSemiconductors Bear NASDAQAI, Chips, Competition, Margins, Overvaluation, semiconductors, technology, valuation
Jan 1, 2025Fund LettersJackson Peak CapitalNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI leader, CapEx cycle, data center, growth, Market rally driver, semiconductors, technology
Dec 31, 2024Fund LettersMairs & Power - Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, data centers, Deep Learning, Gaming, Graphics Processing, high-performance computing, machine learning, semiconductors, technology
Dec 31, 2024Fund LettersAlger Spectra FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, GPUs, high-performance computing, Hopper H200, semiconductors
Dec 31, 2024Fund LettersBaron Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, data center, GPUs, growth, Networking, semiconductors, Software, Systems
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, Cloud computing, data centers, Gaming, GPUs, growth, semiconductors
Dec 31, 2024Fund LettersJackson Peak CapitalNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Artificial Intelligence, CapEx cycle, infrastructure, market rally, semiconductors, Technology leader

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