3Fourteen Research
@3F_Research
The next generation of investment research.
가입 September 2020
78 팔로잉 중 28.1K 팬
New report out to 3FR clients discussing:
-Credit spreads (Caa) blowing out.
-Weak breadth has been bullish in the AI-era.
-Datacenter supply projections for 2027...no signs of a slowdown.
-Lab ARR fears.
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