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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.
AMD’s answer, beginning in 2008, was to go “fabless” and later stake everything on a clean-sheet architecture (Zen) manufactured at TSMC’s facilities. Because AMD could...
— Robert J. Mark
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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 represents a long-duration share-gain story driven by execution rather than hype.
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl
More institutional theses from St. James Investment Company
Intel Corporation designs and manufactures central processing units and semiconductor hardware that historically powered the global personal computing and data center server infrastructure. The manager presents...
The manager highlights the Direxion Daily Semiconductor Bull 3X Shares ($SOXL) as a primary symbol of speculative excess and structural mechanical distortion in the broader equity market.
Taiwan Semiconductor Manufacturing Company ($TSM) is recognized as the structural enabler of the modern fabless semiconductor industry, having surpassed legacy integrated manufacturers through superior 7nm and 5nm process node execution.