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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    56K Followers
Nscale's S-1 shows total contract value (active + contracted) of ~$103 billion, and ~78% of the GPUs are the Vera Rubin platform as of August 2026. $NVDA