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90s.pm.investing [EN]
90s.pm.investingScience over authority. Frameworks over gut feel. Belief that when thousands of independent thinkers each build their own trees, stress-test their own hypotheses, and share what they find, we deliver Community-Driven Alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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90spminvestingeng.substack.comLatest Issues
Lumentum Holdings (LITE) - We Draw Tree
Connectivity Becomes the Bottleneck? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
I. Who Is Lumentum?
Coherent Corp (COHR) - We Draw Tree
Connectivity is the AI Connectivity Bottleneck ? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
- Who Is Coherent?
Astera Labs (ALAB) - We Draw Tree
GPU/CPU -> Memory -> Connectivity? Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
- Who Is Astera Labs?
IBM - We Draw Tree
Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
I. Who Is IBM?
Marvell Technology (MRVL) - We Draw Tree
“Selling components” to “Defining the rules of the AI infrastructure game”? - Hypothesis Driven | Mutually Exclusive | Collectively Exhaustive
I. Who Is Marvell?
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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90後PM｜投資筆記｜拒絕童話故事，堅持樹狀思維、科學驗證｜每個人都有能力做高品質的投資決策｜所有頻道的發言只作研究用途，不構成任何投資建議，投資人應獨立判斷，審慎評估並自負風險
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