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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.
Contributed to relative performance due to a rebound in its cloud computing business and launch of its artificial intelligence (AI) chip, affirming its role as a core AI and cloud operator in China.
— Olivia Treharne, Molly Greenen, Stephen Andrews
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