Letters by company

Lattice Semiconductor CORP

1 letter discussing LSCC. Everything written about it on this site is on its ticker page.

RGA Investment Advisors Working with AI, Thinking with Discipline RGA Investment Advisors formalizes AI use in research, using proprietary-call notebooks and specialized agents to accelerate screening while stress-testing assumptions. The portfolio added Celsius Holdings and Lattice Semiconductor, while Amazon is framed as an AI application-layer beneficiary and position sizing has been reduced amid greater single-stock dispersion. Q4 2025 LSCC $17BAMZN $2.8TGOOGL $4.2TAMDC