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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.
Semiconductor company NVIDIA posted strong gains following another massive beat-and-raise quarter. Revenue and free...
— Michael A. Sansoterra
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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 remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
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 Virtus Silvant Focused Growth Fund
Microsoft faced short-term investor skepticism regarding the pace and ROI of its massive artificial intelligence investments and cloud deceleration. However, the manager...
NVIDIA recorded a strong quarter with excellent financial metrics and upbeat guidance, though its stock consolidated near a major valuation threshold amidst rotational market shifts. The fund maintained...
Despite missing earnings estimates, ASML posted an exceptional 89% upside surprise in orders that supported a strong stock performance. Improved near-term visibility...