P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world đ | Deep dives, research, discord in my substack!đ| PMs Open đ
Joined April 2023
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J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 đ¤Ŗ
That is a lot of money...
$GOOGL $AMZN $META $MSFT $ORCL $SPCX
