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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following    55.9K Followers
Citi: Scale-out should be one of the major scenarios in the global datacom optical interconnects market due to expanding AI datacenter; scale-up should emerge and become vital $LITE $COHR $NVDA