P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
加入 April 2023
877 正在关注 56K 粉丝
TrendForce: Supply Chain Radar
Everything besides GPU is either tight or very tight in supply.
$NVDA $AMD $SNDK $MU blockstack:native $WDC
