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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.
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.
— 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...
Micron benefits from structural supply-demand imbalances as memory becomes a primary bottleneck for AI software. Customer demand for...
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