P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semiconductors & Tech | Sharing my knowledge & insights with the world ๐ | Deep dives, research, discord in my substack!๐| PMs Open ๐
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April 2023
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J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E.
Not exactly 1:1 as many have said but getting there slowly...
$INTC $AMD $NVDA $ARM $QCOM
