P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following 55.9K Followers
"AI capex build will continue as is because, for one, all of these things we spoke about are very difficult to implement."
More safety = more compute
Via @semidoped
