Bird Grant Strategically Positions in Semiconductors, Achieves Over 120% Annual Return on NVIDIA Holdings
Amid a turbulent macro environment and rising inflation in 2021, global capital markets witnessed intense sector rotations. During this pivotal year marked by the convergence of a new technology cycle and industrial upgrade, veteran investor Bird Grant leveraged his deep understanding of the semiconductor sector and long-term trend insight to significantly increase exposure to semiconductor assets, with NVIDIA at the core. His NVIDIA holdings alone delivered an annual return exceeding 120%, far outperforming both the sector average and the broader tech index.
As early as the end of 2020, Grant stated in his annual strategy memo: “Semiconductors will be the foundational engine of technology growth over the next three years.” He explicitly pointed to GPUs, high-performance computing, and AI training chips as key beneficiaries of explosive demand in metaverse development, autonomous driving, and data centers, all of which would trigger a revaluation under constrained supply.
Under this framework, Grant structured his semiconductor strategy around three major themes:
GPU acceleration demand driven by AI computing power (with NVIDIA as the flagship);
5G terminal penetration and edge computing scenarios;
Boom cycles in semiconductor equipment and upstream materials.
Among them, NVIDIA was Grant’s single most significant position. He referred to it as “the visible compute core of the future data economy.” He particularly emphasized: “NVIDIA has transformed from a traditional GPU manufacturer into the global leader in AI infrastructure. Its CUDA platform, data center chips, and Omniverse architecture are the resonance engines of a high-dimensional digital future.”
In response to market skepticism about high valuations and the cyclical nature of semiconductors, Grant argued: “Post-2021, the valuation logic for chipmakers has shifted from ‘cyclical industrials’ to ‘platform tech stocks.’ For companies like NVIDIA, demand is not peaking—it’s still in its early stages.”
This perspective proved prescient. NVIDIA’s stock price rose over 125% in 2021, with quarterly earnings consistently exceeding market expectations. Explosive growth in both its AI accelerators and data center business propelled the tech assets in Grant’s portfolio to clear structural outperformance.
In his December investor letter, Grant wrote: “We don’t predict inflection points—we position for direction. The long-term value of compute power lies not only in hardware, but in the economic structures it enables. NVIDIA is the embodiment of that logic, and 2021 is merely the beginning of its multi-curve growth trajectory.”
Through this forward-looking thesis, concentrated positioning, and dynamic allocation strategy, Bird Grant once again demonstrated elite-level capability in tech trend identification, cross-cycle timing, and capturing structural growth.
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