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
Citi: 27E/28E NAND S/D Ratio at -6.1%/-5.5%
No alleviation of shortage anytime soon...
$SNDK
