Seeking Alphaยท2025-09-15 14:26Group 1 - The investment in NVDA at $8.78 in 2020 resulted in a nearly 1300% return, showcasing the potential for significant gains in tech investments [1] - Microsoft's recent deal with Nebius indicates its strategic positioning in the AI sector, despite not being the most aggressive growth story [2] - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk, emphasizing a disciplined investment strategy [2] Group 2 - The Long Term Growth Portfolio of The Data Driven Investor has increased by nearly 194% since 2018, driven by a disciplined strategy [1] - The investment group provides various services including Options Ideas, Quantitative Stock Strategies, and Macro analysis to enhance investment decisions [2]