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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
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Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years. $SMTC $CRDO $GLW $NOK $CIEN $LITE $COHR