July 13, 2026 04:56 AM GMT Semiconductors | North America Weekly: NVDA road show feedback We address feedback from last week's NDR; NVDA remains our Top Pick in semis, and we think some of the themes from this NDR could be key in unlocking the value that we see. Feedback post the NVIDIA road show. Last week, we hosted several meetings with NVDA CEO Jensen Huang, CFO Collette Kress, and head of IR Toshiya Hari. We wrote a note about it on Friday (link), and have had dozens of investor interactions with signi ...