Jonathan Kitchen Investment Thesis Despite NVIDIA Corporation's (NASDAQ:NVDA) recent 15% pullback since our last coverage, its long-term fundamentals remain strong. The giant continues to lead in AI and data center technologies, driven by growing demand for cutting-edge GPU computing, networking platforms, and next-gen architectures like Hopper and Blackwell. Nvidia's record-breaking revenue and expanding market presence across multiple industries position it for sustained growth as the AI revolution accele ...