HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Also pitched by Hayden Capital
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Nvidia
NVDA
Mercado Libre
MELI
Sea Ltd
SE
Unity Software
U
Pinduoduo
PDD
Shopee — Hayden Capital — Jun 2026 · HF Best Ideas