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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.
> Shares of AI enabler NVIDIA advanced as quarterly revenue more than doubled from the year prior and topped analyst estimates. Management noted near...
— Nancy Zevenbergen, Joseph Dennison, Anthony Zackery
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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...
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...
More institutional theses from Zevenbergen Technology Fund
Microsoft's cloud segment continues to see robust demand for Azure compute capacity despite near-term pressure on profit margins from internal investment. Rapidly growing daily...
Micron benefits from structural supply-demand imbalances as memory becomes a primary bottleneck for AI software. Customer demand for...