The Story
News Summary
- Sands Capital's Q2 2026 letter highlights accelerating demand for AI infrastructure, chips, and compute capacity.
- The fund also reaffirmed a bullish long-term stance on Spotify, citing AI-driven product monetization, pricing power, and expanding margins through audio innovation and strategic industry partnerships.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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