P Equity Research 📰
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Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
参加 April 2023
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Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models.
$NVDA $AVGO $INTC $AMD $MRVL
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