Kaushik
@WisemanCap
Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack -
参加 April 2009
972 フォロー中 115.3K ファン
$META BofA Securities Reiterates Buy PT $810
Custom MTIA chips with Broadcom: Arke in 1H'27, Astrid late 2027
Potential ~$8.5bn cost savings on 2027 AI infrastructure buildout
