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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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Meritz Securities: value chain, specifications, and material selections for GB200 NVL72, GB300 NVL72, and VR200 NVL144. $NVDA