P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world đ | Deep dives, research, discord in my substack!đ| PMs Open đ
Joined April 2023
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BofA: "Near-term, we view HBF and compute-on-memory 3D-DRAM as complements, not substitutes to HBM."
$SNDK $MU $DRAM $EWY
