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 31.7K Followers
*OPENAI WILL KEEP INVESTING IN AI DATA CENTERS DESPITE ELECTION RESULTS, CFO
*OPENAI CURRENT FUNDRAISING ROUND AT A $1.25T PRE MONEY VALUATION
*SPENDING IS NOT CONTINGENT ON POLITICAL OUT OMES
*WE’RE COMPUTE CONSTRAINED STILL
*ENTERPRISE BUSINESS DOUBLED IN Q 3
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