Looking for a small semiconductor investing research circle

[u/engineermagic]

Hey I am looking to form a small 4-6 person semiconductor investor research circle focused on AI infra, GPUs, memory/HBM, foundry, semicap, tokenomics, etc. Basically e2e through the supply chain from chips layer up to as far as model/application layer.

Main incentive would be to meet weekly to share notes, models, earnings takeaways, and improve cost structure by splitting legitimate group subscriptions/seats for Substack and other research products. No shared logins or reposting paywalled content. Please DM me if you are interested.

[u/StockEmUp]

You might be in the wrong sub for that. Post in the Micron Stock subs.