NVIDIA Corporation
NVDA
position
long
Gavin Baker, Atreides Management
Thesis
Nvidia has been a large position in the fund because I believe that AI and machine learning are going to be meaningful in terms of computational technology and computer science. Nvidia has the lead on the silicon aspect of it, and a durable one at that, which positions it well for continued success.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While Nvidia's position in AI and machine learning is strong, the lack of concrete performance metrics leaves the outcome uncertain.
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