Letters by company

Advantest CORP

2 letters discussing ATEYY. Everything written about it on this site is on its ticker page.

Emerald Wealth Partners Quarterly Commentary – Growth Equity Strategy Growth Equity Strategy increased SAP, Booking, Zscaler, ServiceNow and Synopsys while exiting Adobe, Intuit, Siemens Healthineers, BYD and Salesforce. It maintains an overweight in cybersecurity and favors quality growth companies it views as AI beneficiaries, while warning that speculative semiconductor activity has pushed technology markets into bubble territory. Q2/2026 ATEYY $123BBKNG $122BCRWD $248B
Emerald Wealth Partners Quarterly Commentary – Growth Equity Strategy Growth Equity Strategy trimmed Fortinet, Palo Alto Networks, CrowdStrike and Advantest, added Nvidia and re-established Zscaler, while exiting Uber over robotaxi and Waymo concerns. It argues Meta can monetize AI through its distribution base and sees Oracle’s externally financed cloud buildout and differentiated data centers strengthening its moat. Q3/2026 META $1.6TORCL $363BAMAT $260B