P Equity Research ๐ฐ
@pequityresearch
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Joined April 2023
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Astera Labs on NPO/CPO:
"Once NPO gets deployed and database continues to increase, we will start to see CPO getting deployed. We look at it as 2027 being the year where NPO gets deployed, and then 2028 and beyond is when CPO gets deployed."
$AAOI $LITE $TSEM $COHR $NVDA $TSM
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