Letters by company

Microchip Technology INC

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

PenderFund Capital Management Ltd. Pender US Small/Mid Cap Equity Fund Manager’s Commentary, July 2026 Amazon’s accelerating AWS demand and long-lived data-centre infrastructure underpin the fund’s view that AI capital spending can earn attractive returns despite near-term volatility. The portfolio emphasizes smaller companies benefiting from power, cooling, compute and grid-investment demand, including Generac, Fluor, Modine and Microchip. JULY 2026 AMZN $2.7T
Fenimore Asset Management Q2 2026 Quarterly Investment Commentary Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $382MBR $20BEXLS $6B