Researching equities, deep dives, financial modeling, and provide research info. Trying to find the next 100 bagger and LT compounder.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 3 months ago | Last Issue | 8 days ago |
| Active | |||||
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pequityresearch.substack.comLatest Issues
Portfolio Update - [July 13 - July 17, 2026]
How did my portfolio do this week? What is my plan?
Disclosure: My portfolio is my personal risk management. This doesn't mean you should follow me. It is to give you an idea of how I am positioned and where my money is. Not financial advi...
The Memory Feedback Loop: How Soaring Consumer Device Costs Could Swing Hyperscaler Earnings
Disclosure: This article is the author's opinion. Not financial advice. Do your own research. Use this link to read the same article on X.
On June 16, 2026, I released an article titled My Grudge Against Memory
It ended up g...
Inside Memory's New Playbook: SCAs, Equity Stakes, and the End of the 'Boom-Bust' Cycle
The biggest debate around the DRAM cycle is no longer whether demand is strong. That part is obvious. The real question is whether there is enough “juice” left for this cycle to last several years, with DRAM ASPs and supplier margins contin...
Speedrun | Upcoming Events This Week - [July 13 - July 17, 2026]
Speedrun of the things to watch out for this week.
Tomorrow is Monday! How is the market looking like right now?
Investors should be focused on:
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Iran Conflict Update
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Earnings Calendar
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AI Themes Update
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Economic...
Portfolio Update - [July 6 - July 10, 2026]
How did my portfolio do this week? What is my plan?
Disclosure: My portfolio is my personal risk management. This doesn't mean you should follow me. It is to give you an idea of how I am positioned and where my money is. Not financial advi...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Sharing my knowledge & insights | Research & Opinion | B.S. & M.S. in Accounting | Trying to find the next 100 bagger | Contact: [email protected] | @pequityresearch on X
AI is a revolution, yet for many people, it still feels too complex or overwhelming. I own The Next Layer, with the mission of solving this information bottleneck
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