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 55.9K ファン
Citi: 27E/28E NAND S/D Ratio at -6.1%/-5.5%
No alleviation of shortage anytime soon...
$SNDK
