P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
参加 April 2023
964 フォロー中 68.6K ファン
Nomura: NPO/CPO shipment forecasts
Global NPO/CPO shipment forecasted to reach near 40 million units in 2028F, up from ~7.5 million in 2027F or more than 5x.
$LITE $COHR $NVDA $MRVL $AVGO
