#1,741
in 💰 Finance

Muhammad Wahdy

About the Substack

Portfolio manager, views are my own, retweets are not endorsements, etc.

Free Subscription Benefits

  • Read our investor letters, macro outlooks, and sector views

Paid Subcription Benefits

  • Sponsor our mission to be technology specialists
  • Read our portfolio commentary and earnings previews
  • Chat with us about our ideas, companies, and industry updates

About Muhammad Wahdy

Portfolio manager building the greatest technology-focused investment firm.

Is this your Substack? Submit changes.

Muhammad Wahdy's recommended Substacks

Wahdy Capital - Investor Distribution List logo
Muhammad Wahdy

Wahdy Capital - Investor Distribution List

Distribution list for investor letters. Primary website is: www.wahdycapital.com.

TMT Breakout logo
TMT Breakout

TMT Breakout

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.

100+
paid subscribers
8K+
free subscribers
SemiAnalysis logo
Dylan Patel

SemiAnalysis

Bridging the gap between the world's most important industry, semiconductors, and business.

169K+
free subscribers
Clouded Judgement logo
Jamin Ball

Clouded Judgement

Weekly data driven analysis of SaaS companies

80K+
free subscribers