P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semis & Tech | Research & Expert Calls: | China Tech:
๊ฐ์
April 2023
931 ํ๋ก์ ์ค 64.8K ํฌ
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
๋ ๋ณด๊ธฐ
