Patient Capital Management's Q3 2026 letter says its Patient Opportunity Equity Strategy gained 4.32% in the quarter versus 2.30% for the S&P 500, and is up 14.93% year to date versus 12.75% for the index. NVIDIA (NVDA) is named a top contributor; it closed at $226.32 on October 12, 2026, up 6.67% over the past month and 25.71% over the past year, with a $5.45 trillion market cap and a 52-week range of $164.27 to $243.37. The fund credits CEO Jensen Huang with leading through the AI boom, helping launch new customers and planting seeds for additional revenue streams. It calls next year's sub-15x earnings multiple extraordinarily attractive, unless an earnings peak is imminent, which the fund does not believe. At the end of Q2, 285 hedge fund portfolios held NVDA, up from 275 the previous quarter.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Nvidia Corp (NVDA): Jensen Huang’s Visionary Leadership Drives Long-Term AI Growth
Read the original on Yahoo Finance ↗
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/12/2026 | 226.32 |
| Change that session | -1.29% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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