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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.
Our biggest call, memory, worked, and Micron and SK hynix were by far our largest contributors. Too many of...
— Minotaur Capital Management Pty Ltd
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Other investors who've written on Micron Technology, Inc.
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...
In an otherwise dismal quarter for growth equities, shares of ASML and Micron delivered strong returns gaining +24% and +18% respectively during the first quarter.
Micron benefits from structural supply-demand imbalances as memory becomes a primary bottleneck for AI software. Customer demand for...
More institutional theses from Minotaur Global Opportunities Fund
Intuit ($INTU) is a financial software enterprise providing tax preparation, accounting, and small business payroll tools, including TurboTax, QuickBooks, and Credit Karma. Minotaur operated an...
SK hynix ($000660.KS) is a leading South Korea-based semiconductor memory manufacturer with market-leading positions in advanced High Bandwidth Memory (HBM) supplied to AI accelerators. While the manager...
Meta Platforms ($META) operates global social networking applications and digital advertising infrastructure, connecting billions of daily active users across family apps including Instagram, WhatsApp, and Facebook. The manager's bullish...