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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.
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
— Arne Alsin
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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 was a top contributor during the quarter as another strong report reinforced the scale and durability of demand for AI infrastructure. Revenue more than...
Markets are never boring, and AI kept investors on their toes. In July, AI...
More institutional theses from Nightview Capital
New positions. We initiated two:...
Tesla remains our largest position, at roughly 11% of the portfolio. The stock had...
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...