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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.
O'Keefe Stevens Advisory capitalized on Q2 2026's strong equity rally by trimming AI infrastructure positions including NVIDIA, Qualcomm, and Corning that were established nearly a decade before the AI boom, as stock prices moved ahead of underlying thesis despite business improvement. The manager initiated...
— Dominick D'Angelo
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Other investors who've written on Corning Inc.
Corning continued to do what we described in our Q3 2025 letter.
The manager highlights Corning's role as an indispensable pick-and-shovel provider for AI infrastructure due to high data throughput demand. While warning of...