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
Macquarie: HBM TAM to reach $421.9 billion in 2028E, up from $56.4 billion in 2026E.
$Mu $DRAM $EWY $SKHY
