Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Starboard urges Riot Platforms to accelerate its transformation into an AI/HPC data center operator, outlining a path to $23-$53 per share by monetizing its 1.7GW power footprint.
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Starboard urges Riot Platforms to accelerate its transformation into an AI/HPC data center operator, outlining a path to $23-$53 per share by monetizing its 1.7GW power footprint.
The Bailard Technology Strategy posted a strong net return of 22.98% in Q2 2025. The fund is bullish on the technology sector, heavily favoring HPC infrastructure, custom chips, and cybersecurity over vulnerable legacy application software.
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The Bailard Technology Strategy posted a strong net return of 22.98% in Q2 2025. The fund is bullish on the technology sector, heavily favoring HPC infrastructure, custom chips, and cybersecurity over vulnerable legacy application software.
