P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
931 Following 64.8K Followers
AI financing has been the most expensive for datacenters/neoclouds, nearing 8% weighted average yield.
The lowest being semis and network/hardware at 5.8%.
$IREN $NBIS $CRWV $NVDA $DELL $VRT $GOOGL
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