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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
930 Following    64.7K Followers
Mizuho sees fast inference growing from ~$1B in 2025 to $550B by 2030E (291% CAGR). $AMD $CBRS $NVDA