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P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open👇
Joined April 2023
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Morgan Stanley is forecasting a $15 billion market size for humanoids in China in 2030, up from $1 billion in 2025, or +93% CAGR. Considering the amount of hype there is, this market will need to be a lot larger...
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