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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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Deleted the circular financing comment from Hock Tan because Quartr's transcription picked it up wrong. I still think he could've worded it better but he said: "that is not circular finance where we are using financing to create demand. Demand is there."
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