P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world đ | Deep dives, research, discord in my substack!đ| PMs Open đ
Joined April 2023
876 Following 55.8K Followers
TrendForce: Supply Chain Radar
Everything besides GPU is either tight or very tight in supply.
$NVDA $AMD $SNDK $MU blockstack:native $WDC
