Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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
Jun 30, 2024	Fund Letters	Columbia Global Technology Growth Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Gpu, Hardware, market leadership, Product cycle, semiconductors, Software Ecosystem	Login
Jun 30, 2024	Fund Letters	Baron Global Advantage Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, AI, datacenter, Gaming, GPUs, growth, semiconductors, technology	Login
Jun 30, 2024	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	NVDA	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, CUDA, data center, Ecosystem, Gpu, growth, semiconductors, technology	Login
Apr 10, 2024	Fund Letters	Patient Capital Management	NVDA	Nvidia Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, CUDA Software, data center, Gpu, growth, market leader, semiconductors, technology	Login
Apr 2, 2024	Fund Letters	George Bolton	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	AI, data centers, earnings growth, Margins, semiconductors	Login
Mar 31, 2024	Fund Letters	Ithaka US Growth Strategy	NVDA	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, Cloud computing, data center, Gaming, Gpu, growth, machine learning, semiconductors	Login
Mar 31, 2024	Fund Letters	Aristotle Atlantic Core Equity Strategy	NVDA	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Computing, data center, Gpu, hyperscalers, semiconductors, technology	Login
Mar 31, 2024	Fund Letters	Meridian Hedged Equity Fund	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Artificial Intelligence, automotive, Blackwell Platform, data centers, Gaming, GPUs, large language models, semiconductors	Login
Mar 31, 2024	Fund Letters	RiverPark Long/Short Opportunity Fund	NVDA	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, data center, Gpu, growth, semiconductors, technology hardware	Login
Mar 31, 2024	Fund Letters	RiverPark Large Growth	NVDA	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, asset-light, data center, Free Cash Flow, Gaming, Gpu, semiconductors	Login

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