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
KB Securities sees FCF for hyperscalers rebounding starting 2028 on higher cloud utilization, pricing, and margins.
$META $MSFT $GOOGL $AMZN $ORCL
