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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Nick GriffinMunro Global Growth Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Munro Global Growth Fund - AMD Advanced Micro Devices, or AMD, (High Performance Computing), was the largest contributor to performance for the quarter. Over the last... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ithaka US Growth Strategy - AMD Advanced Micro Devices is a global leader in designing and manufacturing high-performance semiconductor products, including processors, graphics cards, and chipsets. The company develops... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Guinness Global Innovators - AMD Advanced Micro Devices (AMD) returned 29.2% in USD over Q2 and was purchased during the quarter. AMD is a... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Balkar Sivia, CFAWhite Falcon Capital Management | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | White Falcon Capital Management - AMD We purchased our initial position in AMD in October 2022 at about $80 per share when the stock was depressed due to weak outlook for its end markets. ) with a... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Wesley A. Johnston, Thomas H. Trentman, Benjamin H. BetcherSands Capital Select Growth Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital Select Growth Fund - AMD Advanced Micro Devices is a leading provider of high-performance computing and AI semiconductor solutions. The company has... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Zach TurnerFidelity Dividend Growth Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Fidelity Dividend Growth Fund - AMD Advanced Micro Devices (+186%) was the largest relative detractor for the period. AMD competes in... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long AMD (Advanced Micro Devices Inc.) The manager initiated a new position in AMD after a sharp price correction. The stock provides... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Ankur ShahAshva Capital Management LLC | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long AMD (Advanced Micro Devices) Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Core Equity Fund - AMD Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl | BULL | View Pitch → |
| Aug 11, 2026 | Substack | alphaseeker84Substack (alphaseeker84) | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Weekly Market Review — Week of 2026-08-03 to 2026-08-07Advanced Micro Devices, Inc. – AMD 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... | BULL | View Pitch → |
| Aug 11, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Aristotle Core Equity Fund – AMD Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, a... | BULL | View Pitch → |
| Aug 5, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Advanced Micro Devices, Inc. Advanced Micro Devices (AMD) reported strong fiscal Q2 results, with significant growth driven by its data center business. Despite this, AMD... | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | WestEnd Capital 2025 Q3 (AMD) AMD has been positioning for this moment for several years. Under CEO Lisa... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Antipodes Global Value Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Antipodes Global Value Fund 2025 Q4 (AMD) AMD surged higher early in the quarter following a landmark agreement with AI research and deployment platform OpenAI, which included a deal to supply six gigawatts of AMD's high-performance graphics chips. This significant agreement... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Antipodes Partners LimitedAntipodes Global Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Antipodes Global Fund 2025 Q4 (AMD) AMD surged higher early in the Quarter following the chipmaker's landmark agreement with AI research and deployment platform OpenAI, with a deal to supply 6 gigawatts of AMD's high-performance graphics chips. The significant agreement... | BULL | View Pitch → |
| Jan 31, 2026 | Fund Letter | Ankur ShahAshva Capital Management LLC | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ashva Capital Management 2025 Q4 (AMD) Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype. Over the past... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Scott LaBreche, Christine CappabiancaImpax US Sustainable Economy Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Impax US Sustainable Economy Fund 2025 Q4 (AMD) Advanced Micro Devices is owned for its exceptional Corporate Resilience profile and attractive sustainability opportunity set in areas like the Digital Infrastructure build-out. The stock surged... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Meridian Contrarian Fund 2025 Q4 (AMD) Advanced Micro Devices, Inc. is a global semiconductor company that designs central processing units (CPUs) and graphics processing units (GPUs). We invested in... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ithaka US Growth Strategy 2025 Q4 (AMD) Advanced Micro Devices is a global leader in designing and manufacturing high-performance semiconductor products, including processors, graphics cards, and chipsets. The company develops... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Delaware Management Company (now part of Nomura Asset Management)Macquarie Large Cap Growth Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Macquarie Large Cap Growth Fund 2025 Q3 (AMD) Advanced Micro Devices Inc. (AMD), a US semiconductor company, was also added to the portfolio. The total addressable... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.