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.
We had a text-book example in the portfolio in 2025. We have owned...
— Charles Lemonides, CFA
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Micron Technology Inc.
Micron remains our largest position. The reasons are...
Micron Technology ($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 ValueWorks Capital