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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.
Ashva Capital Management 2025 Q4 (AMD)
— Ankur Shah
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Other investors who've written on Advanced Micro Devices Inc.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl
AMD delivered a record quarter and guided Q3 above consensus at approximately $13 billion, with a commitment to double data-center revenue by 2027. Despite this stro...