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I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. I’ve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!
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Author Bio
Nicolas Baratte has been a financial analyst since 2000, covering the Technology sector, working on the sell-side (JPMorgan, CLSA) and buy-side (a Tiger fund, Prudential). Nicolas now publishes mostly on the global Semi supply chain.
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