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Deep Fundamental Research

Patrick Zhou, The Tech Guy

10-20 deep dives on high quality public companies every year

Platform
Substack
PricingFreemiumPublishesWeekly
Issues11SubscribersRead deepfundamental.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Deep Dive: Liquid Cooling

The key infrastruture trend to support the next generation GPU clusters; How companies like Vertiv serve hyperscalers and compete in the market

10 months ago
16
0
Paid

Deep Dive: Sanhua Intelligent (002050.SZ)

#### Stable cash cow + high-speed grower + large TAM new business; a quality company trading at 23x forward PE; Buy

a year ago
14
0

Deep Dive: Switches

Unveiling the core of AI networking: switch technology explained | Key players in the swtich market | Future trends in CPO and three beneficiary sectors| 16-minute read

a year ago
30
0
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Deep Dive: Data Center Networking

From micro to macro - how the next generation AI data centers are built from the ground up; discussing networking equipment, AI training clusters, and the Ethernet

a year ago
23
0
Paid

Authors

The writers behind this newsletter.

  • Patrick Zhou

    Deep Fundamental Research

  • The Tech Guy

    Investor focused on AI related equities

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