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While we acknowledge the potential of XXXX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
Hedge Fund Heavyweights Are Dumping Micron (MU). Except One Billionaire.
Micron (NASDAQ:MU) was dumped by major hedge funds in the second quarter of 2026 despite the stock's massive gains and AI-related demand.
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Bourland bought 7 Isabella Bank Corp shares at $41.59
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Mccartney bought 2,000 Granite Ridge Resources Inc. shares at $5.00
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Niederst sold 7,339 Progressive Corp shares at $209.29
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Do not Miss
ResMed's (RMD) Sleep Business Booms Even As One Product Stumbles
On August 6, ResMed (NYSE:RMD) reported fourth-quarter fiscal 2026 results capping a year of double-digit growth.
AI Demand Gives GDS Holdings (GDS) a Bigger Growth Story
On August 13, GDS Holdings Limited (NASDAQ:GDS) delivered an upbeat message on its second-quarter earnings call: AI-driven demand is accelerating, and the data-center operator is positioning for a much...
Arrow Electronics (ARW) Finds New Fuel For Its Growth Story
On August 6, Arrow Electronics (NYSE:ARW) delivered a second-quarter update that put more weight behind its growth story.
Alphabet's Waymo Leads on Safety, but Tesla Could Still Catch Up in Robotaxi Scale
According to Goldman Sachs Research, the global robotaxi market is estimated to reach approximately $415 billion in 2035.
Apple Could Hit $400, But AI Is Coming for Its Most Profitable Business
Apple Inc. (NASDAQ:AAPL) received a major vote of confidence from Rothschild Redburn today, with the firm upgrading the stock from Neutral to “Buy” and raising its price target to $400 from $260.
Kodiak Gas (KGS) Rides Record Earnings Into A Power Buildout
On August 7, Kodiak Gas Services (NYSE:KGS) held its second-quarter 2026 earnings call, and the numbers backed up the excitement.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Greenhaven Road Capital: Short Term Gain Realized from Liquidia (LQDA), Investment to Be Revisited
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
AppLovin (APP) Offers Attractive Cash Flow Multiple?
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Cable One (CABO) Fights Subscriber Losses While Squeezing Out Cash
On August 6, Cable One (NYSE:CABO) walked investors through a quarter that reads like two different companies.
Core Thesis on Lifecore Biomedical (LFCR): Monetizing Excess Production
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
KKR (KKR) Remains Strong Despite Credit Fears
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
PAR Technology (PAR)Positioned for Long Growth Runway
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Corvus Pharmaceuticals (CRVS): This Clinical-Stage Drugmaker Just Got A Lot More Interesting
On August 6, Corvus Pharmaceuticals (NASDAQ:CRVS) held its second-quarter 2026 earnings call, and the story was almost entirely about one molecule.
The Numbers Behind Assured Guaranty's (AGO) Record-Setting Quarter
On August 7, Assured Guaranty (NYSE:AGO) closed out a first half that pushed several core valuation metrics to record territory.
GSK Eyes AnaptysBio (ANAB) Acquisition to Secure Drug Control
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Sell-Side Analysts Ignore Burford’s (BUR) Massively Lucrative Protein Cases
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Kingsway Corporation (KWY) Has Large Rerating Potential on Execution Discipline
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Q2 2026 Investor Letter
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter.
Nature's Sunshine (NATR) Just Made A Bold New Promise
On August 6, Nature's Sunshine Products (NASDAQ:NATR) held its second-quarter earnings call, and the numbers told two very different stories at once.
Retail Investors Just Sold Space Exploration Technologies Corp. (SPCX) for the First Time. The Stock Also Just Reclaimed Its IPO Price
Retail investors sold a net $4.5 million of Space Exploration Technologies Corp. (NASDAQ:SPCX) stock on August 7.
Martin Marietta Materials (MLM) Extends Rocks and Gravel Theme
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”. A copy of the letter can be downloaded here.
The Fund’s Strategic Sale of Old Dominion Freight Line (ODFL) Locks in Gains
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”. A copy of the letter can be downloaded here.
Veralto’s (VLTO) Dual-Segment Advantage Fuels Long-Term Value
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”. A copy of the letter can be downloaded here.
Weitz Large Cap Equity Fund’s Q2 2026 Investor Letter
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”.
Hawaiian Electric's (HE) Second Quarter Numbers Mask A Harder Truth
On August 7, Hawaiian Electric (NYSE:HE) reported second-quarter net income of $123.2 million, or $0.71 per share, numbers that look strong at first glance.
Eli Lilly and Company (LLY)'s Weight-Loss Pill Just Won Its First Race in Europe. Novo Nordisk A/S (NVO) Still Has a Head Start
On August 10, Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo won approval in the UK, becoming the first country in Europe to clear the drug for both weight management and type 2 diabetes...
NVIDIA Corporation (NVDA) & KKR & Co (KKR): Wall Street Just Endorsed Jensen Huang's "Big Concept." What Happens Next?
On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his "big concept" for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, ...
Tronox Holdings Plc (TROX) Pressured by Softer Guidance and Leverage Risks
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here...
Flowserve Corporation (FLS) Trims Full-Year Growth Outlook as Organic Sales Decline ~1%
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here...
Mueller Water Products (MWA) Slid on Broader Investor Concerns
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here...
Space Exploration Technologies Corp. (SPCX) Says $100 Billion in Revenue Is Coming by December. Here's the Math Behind It
Space Exploration Technologies Corp.
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