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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.
Advanced Micro Devices, Arm Holdings, and Intel increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain...
— Michael Clarke, Thomas Trentman
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Other investors who've written on Intel Corporation
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...
Despite poor fundamentals, we invested heavily in Intel, viewing its role as the sole U.S. defense silicon chip foundry as too big to fail. We profited handsomely,...
Intel Corporation has seen a significant decline in its stock price, losing nearly 20% since the last analysis. The company recently...