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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
KB Securities sees FCF for hyperscalers rebounding starting 2028 on higher cloud utilization, pricing, and margins. $META $MSFT $GOOGL $AMZN $ORCL