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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...
— Hrishikesh Gupta
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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 - Global Growth
A position in Ecolab, the global leader in water, cleaning, and sanitation technologies and services, was initiated during the quarter. Its mission-critical products...
Microsoft was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...