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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    55.9K Followers
Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29. $LITE $COHR $NVDA $MTSI $AMD