P Equity Research 📰 ✓
@pequityresearch · researchpequity@gmail.com · joined 23 Apr 2023
Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open👇
52 584Followers
790Following
8 645Posts total
205.1KViews on collected posts
โพสต์ล่าสุด
กำลังค้นหาโพสต์ใหม่…
@pequityresearch to be clear, this isn't news from yesterday. This has been in the making for a while.
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@pequityresearch Always loved their logo. It's the function for y = sin(x)/x which is used in signal processing and diffraction lithography.
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@pequityresearch Evercore ISI’s forecast is highly bullish for $SIVE because it suggests optical InP demand is growing far faster than incumbent suppliers can add capacity.
If $LITE remains more than 30% below market demand despite an eightfold production increase, customers wi
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@pequityresearch Do you have for avago till 2030?
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@pequityresearch That’s a big drop
Don’t anger leather jacket man, he will ruin you
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Rosenblatt: Broadcom's custom-ASIC market share in the TPU program expected to decline from ~80-85% to ~60-65% in FY27.
$AVGO https://t.co/SqNAZGJlig
32.4K views · 66 likes
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@pequityresearch AI infrastructure buildout is shifting toward memory and storage, which changes the margin structure of the whole supply chain.
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@pequityresearch 8x scaling since fiscal 2023 and still 30% short of demand compounding at 85% a year. You don't close that gap with a forecast. You close it with InP fab lines and trained operators. I'd bet the gap widens every quarter.
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Evercore ISI: InP optical lane demand is projected to compound at an ~85% CAGR through 2030. Despite scaling EML output 8x since fiscal 2023, Lumentum continues to undership broader market demand by more than 30%.
$LITE https://t.co/Cywa5wgf71
25.6K views · 117 likes
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@pequityresearch $2.2B to $88.5B is a lot of share if it lands. that’s the MediaTek line from Hock last night
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@pequityresearch What share of that is contracted vs assumed wins? 2.2 billion to 88.5 billion in four years is quite the underwrite
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J.P. Morgan is forecasting ~$88.5 billion in ASIC revenue for MediaTek in 2030E, up from $2.2 billion in 2026.
Big competitor to Broadcom...
$AVGO $GOOGL https://t.co/yqx0uIUkza
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If you don't know me and what I post, then this is a good place to start. Includes my contact, background, what I post, and subscription offering.
Leaving this pinned for those interested. https://t.co/grRzuhPldl
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Howard Lutnick on semiconductor manufacturing:
"Our goal is now 40%, and if Intel can be successful, it can be 50% domestic production by the end of the term. Build it here and you won't pay a tariff. If you are not willing to put shovels in the ground here, then you should pay
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BofA: Nvidia continues to expect no market share loss over the coming years, sitting at 65-70% market share through 2030.
$NVDA https://t.co/WVIWAeQ3Lv
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@pequityresearch How is that possible? They are buying HBM through Broadcom
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@pequityresearch @sourcespod @alexeheath Also isn’t OpenAi just pure debt with negative revenue? 😅
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@pequityresearch @sourcespod @alexeheath He’s not wrong about random neoclouds with a GW headline and no customer. That’s why I keep asking why neocloud when you can just use a hyperscaler. Hyperscalers can secure more easily.
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@pequityresearch @sourcespod @alexeheath when was it recorded / published/
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According to the Nikhil Cherian, Senior Director of Supply Chain Infrastructure at Google Cloud, high-performance memory is now 75% of AI server hardware bill of materials.
$MU $DRAM $DISK $EWY $SKHY https://t.co/CIS1PATaDw
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Google Cloud Senior Director of Supply Chain Infrastructure Nikhil Cherian named high performance memory the primary constraint in AI servers now as it accounts for over 75% of the build of materials (BOM), media report, adding Google is using a dual hardware-software strategy to
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เทียบกับบัญชีขนาดเดียวกัน
22 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม ต่ำกว่าบัญชีรุ่นเดียวกันทั้งการเข้าถึงและการมีส่วนร่วม.
ยอดดูมัธยฐาน913บัญชีนี้924ค่ามัธยฐานของ 10K–100K
การเข้าถึง, %1.74%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K
การมีส่วนร่วม, %0.33%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K
| ตัวชี้วัด | บัญชีนี้ | ค่ามัธยฐานของ 10K–100K | อัตราส่วน |
|---|---|---|---|
| ยอดดูมัธยฐานต่อโพสต์ | 913 | 924 | 0.99× |
| การเข้าถึง (ยอดดู ÷ ผู้ติดตาม) | 1.74% | 3.62% | 0.48× |
| อัตราการมีส่วนร่วม | 0.33% | 1.52% | 0.21× |
บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
13.1K3 Sep
18.1K
50.9K
133
401
25.6K
1.1K
6
32.4K
630
86
615
1.3K
7204 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.67%3 Sep
0.61%
0.32%
0.00%
0.75%
0.54%
0.09%
0.00%
0.25%
0.32%
0.00%
0.49%
1.46%
0.56%4 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes68.8%771 in total
Reposts7.5%84 in total
Replies4.8%54 in total
Quotes2.8%31 in total
Bookmarks16.1%181 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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