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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.
Our purchase of Micron in September of 2025 was predicated on a simple thesis that the demand for the High Bandwidth Memory (HBM) required in Nvidia's latest generation of chips was going to result in a memory cycle of greater magnitude and longer duration than anticipated. We also were...
— Ken Burke
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Other investors who've written on Micron Technology, Inc.
Micron remains our largest position. The reasons are...
Micron Technology ($MU) is a premier global designer and manufacturer of semiconductor memory and storage solutions, specializing in DRAM, High Bandwidth Memory (HBM), and NAND flash memory chips. The manager has...
Micron acts as a key supplier of High-Bandwidth Memory (HBM3E) for NVIDIA's advanced Blackwell GPU architecture, which is critical for scaling artificial intelligence training models. The company's production...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...