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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.
Benefited from strong AI-related demand. Inference and agentic...
— Tyler Hardt, CFA
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Other investors who've written on Micron Technology, Inc.
Micron remains our largest position. The reasons are...
Micron Technology ($MU) is a premier global designer and manufacturer of semiconductor memory and storage solutions, specializing in DRAM, High Bandwidth Memory (HBM), and NAND flash memory chips. The manager has...
Micron acts as a key supplier of High-Bandwidth Memory (HBM3E) for NVIDIA's advanced Blackwell GPU architecture, which is critical for scaling artificial intelligence training models. The company's production...
More institutional theses from Pelican Bay Capital Management
Copart is the dominant player in the salvage auto auction industry, holding roughly 60% of the U.S. market share as part of a rational duopoly. Copart acts as...
Strength in commodity prices - particularly energy - boosted both Barrick Mining (B) and Devon Energy (DVN). We continue to...
AECOM (ACM) also continued to experience share price weakness. This quarter, the...