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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Up 1500% since ChatGPT in 2022; referenced in the context of extreme valuations and a potential AI bubble.
— Alain Chung
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Other investors who've written on NVIDIA Corporation
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...