P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
936 Following 65K Followers
Mizuho: Nvidia's server CPU revenue could grow to ~$60 billion in 2028E, and start becoming a leader in the server CPU market in 2027E.
$NVDA $ARM $INTC $AMD
