Loading investment pitches...
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.
Strong performance from Advanced Micro Devices Inc. and Taiwan Semiconductor Manufacturing Co. Ltd. contributed the most to performance. Also, not owning...
— Delaware Management Company (now part of Nomura Asset Management)
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Advanced Micro Devices, Inc.
Advanced Micro Devices ($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...
Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype.
More institutional theses from Nomura Large Cap Growth Fund
Veeva Systems Inc. ($VEEV) develops specialized cloud-based software solutions, clinical data suites, and customer relationship management (CRM) platforms specifically tailored for the global life sciences and pharmaceutical industry. The investment manager...
Microsoft Corp. ($MSFT) represents 8.93% of the portfolio and provides enterprise software, cloud infrastructure via Azure, and productivity platforms. The investment manager...
GE Aerospace ($GE) designs and manufactures commercial and military aircraft engines, components, and integrated avionic systems. The manager maintains...