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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1.6T to be the leader in volume by 2028 in global datacom optical interconnects. Expanding to 45% of the market by 2030.
$AAOI $LITE $COHR $NVDA
