Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre market brief. Full research reports on Substack, DM for partnerships
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October 2021
1.2K ํ๋ก์ ์ค 31.7K ํฌ
BofA: AI may be structurally opposite [to the 90s dot-com bust]: abundant demand chasing scarce compute๐ฅ๐ฅ
$MU $ARM $SNDK
