P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following 56K Followers
UBS: Nvidia's CoWoS allocation forecasted to drop from 60% in 2026E to 49% in 2027E. Google and AMD to see the largest increase.
$NVDA $GOOGL $AMD $TSM
