P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
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HSBC: Almost half of the backlog of major hyperscalers is occupied by Anthropic and OpenAI, or just one of them.
$GOOGL $AMZN $MSFT $ORCL
