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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Surged early in the quarter following a landmark agreement with OpenAI to supply 6 gigawatts of high-performance graphics chips, triggering a sharp earnings upgrade.
— Antipodes Global Value Fund
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Other investors who've written on Advanced Micro Devices, Inc.
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