P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:
加入 April 2023
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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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