September 06, 2026, Vol. 289
The admin of this site has disabled this download item page.
Q2 Hedge Fund letter insights
The AI discussion: hardware vs software There is no escaping the AI discussion. The value bros have turned into software investors, and the momentum investors are balls deep into the hardware trade. To each their own. We’re listing the most interesting calls on each side. Workiva (WK) (mkt cap $4.3bn · 19% below its 52-week…