Investor who spied Nvidia AI thesis in ’16 has a new conviction call
By Kim Khan Publication Date: 2026-05-11 11:14:00 Lux Capital’s Josh Wolfe unveils “lifecording” investment strategy—AI wearables boom + arms-dealer component…
Tag: Conviction
The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call
By Steve Goldstein Publication Date: 2026-05-11 09:13:00 Josh Wolfe, a venture-capital investor who uses the ideas from his portfolio companies…
Here’s My Highest Conviction AI Stock to Buy Right Now (HINT: It Recently Partnered with Nvidia) | The Motley Fool
By Matt DiLallo Publication Date: 2026-02-22 09:03:00 Brookfield Corporation is going all-in to capitalize on the once-in-a-generation AI infrastructure opportunity.…
Broadcom added to US Conviction List at Goldman Sachs
By TheFly Publication Date: 2026-01-05 10:40:00 Goldman Sachs analysts added Broadcom (AVGO) to the firm’s US Conviction List as part…
Wall Street’s lone Nvidia bear is doubling down on his call, with high conviction
By Britney Nguyen Publication Date: 2025-12-15 21:25:00 Published: Dec. 15, 2025 at 4:25 p.m. ET Seaport Research’s Jay Goldberg has some…
Watch BlackRock Eyes Entry Points in Long-Term Conviction Themes Like AI – Bloomberg
Watch BlackRock Eyes Entry Points in Long-Term Conviction Themes Like AI Bloomberg Article Source https://www.bloomberg.com/news/videos/2025-05-06/blackrock-eyes-entry-points-in-long-term-conviction-themes-like-ai
Nvidia: The Dip We're Backing With Conviction (Rating Upgrade) (NASDAQ:NVDA) – Seeking Alpha
Nvidia: The Dip We’re Backing With Conviction (Rating Upgrade) (NASDAQ:NVDA) Seeking Alpha Article Source https://seekingalpha.com/article/4774233-nvidia-the-dip-were-backing-with-conviction-rating-upgrade
Nvidia: Tariffs Have Strengthened My Conviction (Rating Upgrade To Strong Buy) – Seeking Alpha
Nvidia: Tariffs Have Strengthened My Conviction (Rating Upgrade To Strong Buy) Seeking Alpha Article Source https://seekingalpha.com/article/4774060-nvidia-tariffs-have-strengthened-my-conviction-rating-upgrade-to-strong-buy
Google: Shifting The Narrative From Doubt To Conviction (Rating Upgrade) (NASDAQ:GOOG)
This article was written by Follow Ex-trading desk at tradfi bankHead of Investment Research at KRIMaster in Finance Analyst’s Disclosure:…
Broadcom jumps 9%, extending record run as Goldman expresses ‘higher conviction’
Broadcom CEO Hock Tan. Lucas Jackson | Reuters After topping $1 trillion in market cap on Friday and soaring 24%…