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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 Qualcomm
While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data...
The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive...