P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
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J.P. Morgan: 1 GW for a model/token vendor can earn $31 billion in revenue, up from $10 billion a year ago, and on 44% gross profit margins.
$NVDA $NBIS $AMD $AVGO
