Kaushik
@WisemanCap
Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack -
加入 April 2009
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$META BofA Securities Reiterates Buy PT $810
Custom MTIA chips with Broadcom: Arke in 1H'27, Astrid late 2027
Potential ~$8.5bn cost savings on 2027 AI infrastructure buildout
