Nicolas(@snmart):We just hit 600 subscribers on Substack! I have been a bit quiet lately because my day job has been very busy. I work in Due Diligence, and sometimes the workload gets crazy. Yesterday I finally published a new article on $MU results and their impact on the full supply chain. I break down the companies that could benefit and the ones that could be hurt. Thank you all so much for the support! Full article in the comments.

Nicolas

@snmart

Deep dives + asymmetric bets | AI infra | Small caps | Building $10k → $1M.

가입 May 2025

409 팔로잉 중 1.9K 팬

Nicolas@snmart

2026.06.29 11:30

We just hit 600 subscribers on Substack! I have been a bit quiet lately because my day job has been very busy. I work in Due Diligence, and sometimes the workload gets crazy. Yesterday I finally published a new article on $MU results and their impact on the full supply chain. I break down the companies that could benefit and the ones that could be hurt. Thank you all so much for the support! Full article in the comments.