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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following    56K Followers
Macquarie: HBM TAM to reach $421.9 billion in 2028E, up from $56.4 billion in 2026E. $Mu $DRAM $EWY $SKHY