Letters by company

ARTRYA Ltd

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

Minotaur Capital Minotaur Monthly September 2026 Minotaur sold Micron, cut SK hynix and redirected capital toward AI users, making Meta its largest position after its Muse consumer agent gained early adoption. The fund added to Artrya after a rival’s FDA setback sparked sympathy selling, opened Shopify and added Freee, while closing its Intuit short in October. September 2026 AYA INTU $90BMETA $1.6T
Minotaur Capital Minotaur Monthly October 2026 Minotaur added to Broadcom and opened a small Hut 8 position after Anthropic’s prospectus showed accelerating AI revenue but raised questions about supplier financing and build-out returns. It maintained its Meta case as AI improved advertising conversion, while arguing Google and Reddit are losing traffic and monetisation to AI answers. October 2026 META $1.6TAVGO $1.5TCROX $7B