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Priya Nair

AI infrastructure equities

Priya Nair

Research on semis, data centers, power demand, and the second-order winners of AI infrastructure.

Verified@priyanair1,156 subscribersSince Mar 2022

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2 notes NVDA focused letter3-12 months average holdWatchlist driven
FreeAI basketNVDAApr 26

NVDA Watch: AI Setup I Am Tracking

Priya Nair breaks down the current NVDA setup, the key level that matters next, and what would make the thesis stronger.

AccumulatingHigh convictionHigh risk 6 min read
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PaidPremium noteNVDAApr 25

Premium: NVDA Risk Map and Subscriber Notes

Subscribe to unlock Priya's full NVDA risk map and subscriber-only comments.

BearishLow convictionLow risk 9 min read
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