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Equity Research Database
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.
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing platforms and software used across data centers, cloud computing, personal computers, gaming, embedded systems, edge computing and AI. Its portfolio includes...
— Mr. Fitzpatrick
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Other investors who've written on Advanced Micro Devices, Inc.
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...
Advanced Micro Devices ($AMD) is highlighted as the primary beneficiary of the fabless foundry transition, capturing significant data center and client PC market share by pairing its Zen architecture with outsourced leading-edge manufacturing.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
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