Shawarma Capital
by Shawarma CapitalShawarma Capital
About the Substack
Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and and casual short-form) memos you can actually digest.
Free Subscription Benefits
- Occasional public posts and notes
Paid Subcription Benefits
- Full access to all picks and analysis + Merlin Intelligence
- Exclusive sneak peeks and chatroom access
- The full breakdown on every thesis
Paid Subscription Plans
- $10 a month
- $100 a year
About Shawarma Capital
Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and casual short form) memos you can actually digest.
Is this your Substack?
Submit changes.