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
Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years.
$SMTC $CRDO $GLW $NOK $CIEN $LITE $COHR
