The Sound Shore Fund – MRVL
Bull thesis on Marvell Technology, Inc. from The Sound Shore Fund
Arista Networks, Inc.
Pitch Summary: Arista Networks reported solid Q1 2026 earnings with revenue growing to $2.709 billion, a 35.1% increase year-over-year. Despite this, the stock declined due to market expectations for higher guidance and concerns over decelerating growth. Arista’s business is heavily tied to AI data center infrastructure, but its growth is not as robust as some […]
Antipodes Global Fund – NVDA
Bull thesis on NVIDIA from Antipodes Global Fund
Antipodes Global Value Fund – NVDA
Bull thesis on NVIDIA from Antipodes Global Value Fund
Alger Spectra Fund – WDC
Bull thesis on Western Digital Corporation from Alger Spectra Fund
SGA – U.S. Large Cap Growth – ARM
Bull thesis on Arm Holdings from SGA – U.S. Large Cap Growth
SGA – Global Growth – ARM
Bull thesis on Arm Holdings from SGA – Global Growth
Baron Emerging Markets Fund TATACOMM.NS
Bull thesis on Tata Communications Limited from Baron Emerging Markets Fund
180 Degree Capital Corp QMCO
Bear thesis on Quantum Corporation from 180 Degree Capital Corp
Regency Wealth Management AVGO
Bull thesis on Broadcom Inc. from Regency Wealth Management
Polen Capital – U.S. Small Company Growth – BE
Bull thesis on Bloom Energy from Polen Capital – U.S. Small Company Growth
Wasatch Frontier Emerging Small Countries Strategy – CAMT
Bull thesis on Camtek Ltd. from Wasatch Frontier Emerging Small Countries Strategy
Carillon Eagle Small Cap Growth Fund RMBS
Bull thesis on Rambus from Carillon Eagle Small Cap Growth Fund
WestEnd Capital AVGO
Bull thesis on Broadcom Inc. from WestEnd Capital
Carillon Eagle Small Cap Growth Fund RMBS
Bull thesis on Rambus from Carillon Eagle Small Cap Growth Fund
Alger Mid Cap Focus Fund – FIX
Bull thesis on Comfort Systems USA, Inc. from Alger Mid Cap Focus Fund
Emerald Wealth Partners – Growth Equity Strategy – ORCL
Bull thesis on Oracle from Emerald Wealth Partners – Growth Equity Strategy
Emerald Wealth Partners – Growth Equity Strategy – AVGO
Bull thesis on Broadcom from Emerald Wealth Partners – Growth Equity Strategy
Heartland Value Plus Fund SIMO
Bull thesis on Silicon Motion Technology Corporation from Heartland Value Plus Fund
Mobius Capital Partners 3374.TW
Bull thesis on Elite Material Co Ltd from Mobius Capital Partners
