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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Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027.
$NVDA $AMD $MRVL $AVGO $GOOGL $AMZN
