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Equity Research Database
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.
Microsoft (MSFT), NVIDIA (NVDA), Apple (AAPL) and Meta Platforms (META) alone contributed roughly 300 points to the S&P 500 in Q3, or more than 200% of the index’s entire gain. The rest of...
— David I. Templeton
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Other investors who've written on NVIDIA Corp.
NVIDIA Corporation designs specialized graphics processing units and accelerated computing hardware that serve as the foundational compute architecture for artificial intelligence models globally. Polen Capital maintains...
Nvidia Corporation is the global market leader in accelerated computing hardware, graphics processing units, and networking interconnect systems powering artificial intelligence workloads. The manager holds...
Nvidia ($NVDA) designs high-performance graphics processing units (GPUs) and specialized networking hardware essential for training and deploying artificial intelligence models. Elm Ridge adopts...