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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
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Bernstein: networking market forecasted to grow to $254 billion in 2030E, up from $120 billion in 2026E. Cloud/Data Center expected to see the strongest networking growth of 38.8% CAGR from 2026-2028E. $CSCO $NVDA $CIEN $LITE $COHR
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