ResearchCRM4 months ago1.6Kviews

CRM — what the street is missing

Asia Tech: CRM over 60 days — demo research by @yuki_tanaka.

Yuki Tanaka on CRM. Tokyo-based. Bridge between US listings and Asia fundamentals — memory, foundry, consumer internet. Thesis: long over 60 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view. [Demo seed content — not investment advice.]

CRM — what the street is missing

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