Patient Capital Sees Nvidia’s AI Growth Continuing

Patient Opportunity Equity Strategy named Nvidia a top contributor in its Q3 2026 investor letter. The strategy’s growth fund said it remains optimistic about the company.

The fund credited CEO Jensen Huang with helping launch new customers and plant seeds for additional revenue streams. It called him “the top statesman and visionary during this boom.”

The fund said Nvidia’s next-year earnings multiple, below 15 times, looked “extraordinarily attractive” because it did not expect an earnings peak to be imminent.