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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 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
— Ken Burke
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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...