P Equity Research ๐ฐ
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Research ๐ & News ๐๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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April 2023
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J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 ๐คฃ
That is a lot of money...
$GOOGL $AMZN $META $MSFT $ORCL $SPCX
