P Equity Research
Researching equities, deep dives + financial modeling. Trying to find the next 100 bagger.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 27 | Founded | a month ago | Last Issue | 4 days ago |
| Active | |||||
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pequityresearch.substack.comLatest Issues
Portfolio Update - [May 18, 2026 - May 22, 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 Silent Winner of the AI Infrastructure Race
Look into a player closely in touch with the largest company in the world
Disclosure: I do not have a position in this stock. Not financial advice. Do your own research.
As Nvidia Goes, So Goes the Market: Earnings & Highlights
Nvidia reported after the bell and here are the numbers:
A strong top and bottom line beat with an increased guidance.
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscrib...
Glass Substrates - Process & My Picks
Disclosure: Not financial advice. Do your own research.
OVERVIEW
For beginners, what is glass substrate?
Think of a glass substrate as upgrading the foundation of a house. For decades, the semiconductor industry has b...
Upcoming Events This Week - [May 18 - 22, 2026]
The United States and China just finished a meeting where they discussed:
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Taiwan
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The Iran war
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Supposedly, chips? But that may have come from Jensen Huang, who attended the trip with Trump and many other CEOs.
The most e...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for P Equity Research.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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
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