P Equity Research
Substacknewsletter · by P Equity Research · English
- Audience
- 2K subscribers
- Shown publicly on Substack
- Observed frequency
- Daily
- From 10 posts indexed in the last 90 days
- Last post
- Nov 2, 2026
- 11 days ago
- Likely audience
- Investment analysts
- Inferred from post content
P Equity Research is a Substack newsletter by P Equity Research covering data center capital expenditure, GPU and memory costs and hyperscaler contracts. NewsletterFIT indexed 10 posts from it in the last 90 days, most recently on Nov 2, 2026. Shown publicly on Substack: 2K subscribers.
Topics
- data center capital expenditure
- GPU and memory costs
- hyperscaler contracts
- custom silicon
- liquid cooling
Recent posts
- Expert Call…
- Speedrun |…
- Expert Call…
- Portfolio Update…
- Expert Call…
- Expert Call…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on P Equity Research
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Nov 5, 2026 · How NewsletterFIT collects and labels data