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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇
Joined April 2023
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CVP of Financial Strategy and Investor Relations at AMD, Matt Ramsay, says copper will continue to be used for quite some time: "I do not think you will see it be a point-in-time thing where everybody just decides as an industry, okay, no more copper, now we are going to go optics." "You should think about copper and optics living side by side for a number of generations." $SMTC $CRDO $APH $LITE $COHR $NVDA $AMD
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