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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇
Joined April 2023
858 Following    55.4K Followers
Lumentum is currently undergoing the process of qualifying European and other InP vendors to ensure supply beyond CY29. $LITE