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stf research

stf

i write content that helps you invest

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues53SubscribersRead stfbutnou.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Macronix: Uncovering Alpha Beyond the Slides

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Macronix: The Memory Trade After the Memory Trade

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Why Narrative is Not a Valuation?

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  • stf

    i write content that helps you invest

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