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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.
Upward revisions to Nvidia’s and Micron’s earnings alone represented over half of the S&P’s EPS2 rise year to date. More balanced supply...
— Amy P. Raskin
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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...
More institutional theses from Chevy Chase Trust
The manager has significantly reduced exposure to mega-cap technology stocks due to growing skepticism over the near-term return on capital for massive artificial intelligence investments. While these firms...
The manager has significantly reduced exposure to mega-cap technology stocks due to growing skepticism over the near-term return on capital for massive artificial intelligence investments. While these firms...
The manager has significantly reduced exposure to mega-cap technology stocks due to growing skepticism over the near-term return on capital for massive artificial intelligence investments. While these firms...