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| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | deepfundamental.substack.com |
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The key infrastruture trend to support the next generation GPU clusters; How companies like Vertiv serve hyperscalers and compete in the market
#### Stable cash cow + high-speed grower + large TAM new business; a quality company trading at 23x forward PE; Buy
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
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
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Deep Fundamental Research
Investor focused on AI related equities
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