Meridian Alpha
GLOBAL MACRO & SEMICONDUCTORS
M

Meridian Alpha

Covering semiconductors, AI infrastructure and global liquidity. Three deep-dives a week, one full supply-chain map each quarter.

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Published
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Subscription plans

Reader
$14 / mo
Full back catalogue unlocked
New work the day it ships
Source attachments included
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Desk
$98 / mo
Everything in Reader
5 team seats
Quarterly supply-chain map and data API
Priority on custom questions
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