ResearchSQ3 months ago5.3Kviews

SQ — what the street is missing

Semiconductors: SQ over 60 days — demo research by @maren_vos.

Maren Vos on SQ. Covering NVDA ecosystem and supply chain. I size positions around catalysts, not narratives. Thesis: long over 60 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view. [Demo seed content — not investment advice.]

SQ — what the street is missing

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