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P Equity Research ๐Ÿ“ฐ
@pequityresearch
Research ๐Ÿ“ƒ & News ๐Ÿ—ž๏ธ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
๊ฐ€์ž… April 2023
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Tuesday is a big day...most consequential day for politics in quite some time and for the AI infra supply chain. I might be glued to my seat.