Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% in Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and AI enthusiasm [1] - NVIDIA Corporation (NASDAQ:NVDA) is highlighted as a key stock, with a one-month return of -12.93% but a 52-week gain of 33.19%, closing at $180.26 per share with a market cap of $4.381 trillion [2][3] Company Performance - NVIDIA's datacenter segment showed significant growth, accelerating from 64% year-over-year growth to 73%, with guidance suggesting further increase to 84%, despite a decline in China's contribution to revenue [3] - NVIDIA's partnership with OpenAI aims to deploy at least 10 gigawatts of systems for AI infrastructure, with the first phase expected to go live in 2026 [3] Market Position - NVIDIA ranks 5th among the 30 Most Popular Stocks Among Hedge Funds, with 235 hedge fund portfolios holding its stock at the end of Q2 2025, an increase from 212 in the previous quarter [4] - In Q2 2026, NVIDIA reported revenues of $46.7 billion, exceeding expectations, although there are suggestions that other AI stocks may offer greater upside potential with less downside risk [4]