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P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞ī¸ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
931 Following    64.8K Followers
P Equity Research 📰@pequityresearch
2026.10.06 12:10
UBS: memory as % of VR200/VR300 BOM costs to be 68% and 62%, respectively. $NVDA
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