Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre market brief. Full research reports on Substack, DM for partnerships
Joined October 2021
1.2K Following 31.8K Followers
BofA: AI may be structurally opposite [to the 90s dot-com bust]: abundant demand chasing scarce compute🔥🔥
$MU $ARM $SNDK
