P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
参加 April 2023
877 フォロー中 56K ファン
J.P. Morgan: 1 GW for a model/token vendor can earn $31 billion in revenue, up from $10 billion a year ago, and on 44% gross profit margins.
$NVDA $NBIS $AMD $AVGO
