Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
NASDAQ
Nvidia CORP
NVDA
9 articles
$5.1T Market cap · 2026-08-24
Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
catechwilliams on X
Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
Raging Capital Ventures on X
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
Raging Capital Ventures on X
@pradeeepk $AMD + ASICs will eat $NVDA margins
Chris Camillo on X
@JonathanSeller Didn’t miss it, very much long $NVDA
Investor Letters
Letters that discuss NVDA.
- Distillate Capital 2026 Q2 Letter to Investors: Momentum 2026 Q2 — ACN $113BAMZN $2.8TAVGO $1.8TGOOGL $4.2T
- FPA Crescent Fund FPA Crescent Fund 2Q26 Commentary 2Q26 +7.1% 028260 $47BADI $180BNTDOF $62BNVDA $5.1T
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 Q1 2026 — BAX $14BPRGO $1.9BBABA $290BCALY $2.8B
- Horizon Kinetics 4th Quarter Commentary 4th Quarter 2025 — TPL $26BAB $3.4BAMG $9.4BATUSF $2.8B
- Giverny Capital Annual Letter to our Partners 2025 2025 +2.7% CNSWF $47BCNI $77BFISV $28BFIVE $13B
- Palm Valley Capital Third Quarter 2025 Commentary Third Quarter 2025 +2.4% AAPL $4.5TAVA $3.2BDOX $6.5BFLO $1.6B
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2024 — LB $6.7BAMZN $2.8TGOOGL $4.2TMETA $1.4T
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 Q2 2026 — SHC $5.6BCALY $2.8BGLW $131BHCC $5.6B
- Wedgewood Partners Are Hyperscalers Still Magnificent? Second Quarter 2026 +9.4% HRMS AMZN $2.8TGOOGL $4.2TMETA $1.4T
- RGA Investment Advisors Year Zero: How AI Is Reshaping Our Investment Process Q1 2026 — AMZN $2.8TGOOGL $4.2TNVDA $5.1T
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 Q3 2025 — GLW $131BCMP $1BCSCCY $13BDFIN $1.2B
- Weitz Investment Management Letter to Shareholders: Value Matters 3Q25 — DHR $149BTMO $231BACN $113BAMZN $2.8T
