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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Goldman Sachs: Optical Networking Supply Chain
Too detailed to fit into just one pic...
$NVDA $TSEM $AVGO $MRVL $LITE $COHR $AXTI
