Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
加入 October 2021
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Andddd as I was saying…Anthropic aka the SaaS killer, has confidentially filed an S-1 with the SEC for its proposed IPO, at a crazy valuation. Probably bigger than Google already…
LFG
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