P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇
参加 April 2023
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J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣
That is a lot of money...
$GOOGL $AMZN $META $MSFT $ORCL $SPCX
