Researching equities, deep dives, financial modeling, and provide research info. Trying to find the next 100 bagger and LT compounder.
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Sharing my knowledge & insights | Research & Opinion | B.S. & M.S. in Accounting | Semi & Tech | Contact: [email protected]
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Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.