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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semis & Tech | Research & Discord: | China Tech Research:
Joined April 2023
880 Following    56.2K Followers
Citadel: AI Spending > AI spend per employee rose nearly 50% MoM in July among the top 1% of firms > AI spend per employee rose 25% MoM in July among the top 10% of firms Tokens are getting cheaper and spending is going up... $NVDA $AMD $GOOGL $AMZN $MSFT $META
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