P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:
Joined April 2023
936 Following 65K Followers
Mizuho: We believe Jalapeño ramps in DecQ, 2027E potentially at ~1.9M units/1.3GW growing to ~7M+ units/5GW in 2028E, potentially becoming AVGO's 2nd-largest customer.
$AVGO
