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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 was a top contributor during the quarter as another strong report reinforced the scale and durability of demand for AI infrastructure. Revenue more than...
— Tucker Brown
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Other investors who've written on NVIDIA Corporation
Markets are never boring, and AI kept investors on their toes. In July, AI...
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...
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...
More institutional theses from SGA - U.S. Large Cap Growth
We liquidated our position in Nike during the quarter. CEO Elliott Hill...
Waste Management, the leading waste collection and disposal company in North America, was a top detractor during the third quarter. While revenue growth...
We initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC). The company commands...