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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.
Opened a new position as a key AI 'catch-up' trade. The company is...
— George Bolton, Ali, George Elliman
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Other investors who've written on Advanced Micro Devices, Inc.
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...
Advanced Micro Devices ($AMD) is highlighted as the primary beneficiary of the fabless foundry transition, capturing significant data center and client PC market share by pairing its Zen architecture with outsourced leading-edge manufacturing.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...