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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 represents a long-duration share-gain story driven by execution rather than hype. Over the past...
— Ankur Shah
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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...
More institutional theses from Ashva Capital Management LLC
We initiated exposure to Take-Two Interactive (TTWO) by selling puts with strike prices below the prevailing share price. We have not...
Micron remains our largest position. The reasons are...
General Motors (GM) is a good example.