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equity_technology_infrastructure / Equity
- Hot Chips: Wrapping up our thoughts on a busy week. by New Street Research
- Tesla Battery Day. What to expect? What matters? by New Street Research
- Tesla: Production ramping up 50% YoY, 75% QoQ by New Street Research
- Automotive market recovering faster than expected; Infineon best positioned by New Street Research
- Nokia 3Q20: Will get worse before it gets better. Downgrade to Neutral, 1-year TP €3 by New Street Research
- Bible 3Q20: Smartphones – 5G adoption driving strength across the value chain by New Street Research
- Technology Infrastructure Earnings Wrap-up – Week ending November 20th by New Street Research
- Bible 3Q20: PCs – Strong Consumer demand more than offsets weakening Enterprise by New Street Research
- Micron 1FQ21 Earnings Take-Aways by New Street Research
- TSMC December sales: solid set-up for record 2021 year by New Street Research
- TSMC 4Q20 – Capex guide implies visibility on $75bn revenues in 3-4 years. NT$830 Target Price by New Street Research
- Silicon supply constraints in the Auto supply chain - what to expect? by New Street Research
- Intel 4Q20 – turning a first corner with the 10nm ramp, 7nm/TSMC dual-sourcing up next by New Street Research
- AMD: Sustainable challenger to Intel, but competitive dynamics are now stabilizing. by New Street Research
- STMicro 4Q20 & 1Q21 guide: Strength in auto & iPhone set to continue by New Street Research
- Samsung 4Q20 - Implications for the value chain by New Street Research
- Ericsson: Networks momentum continues, but limited upside from here by New Street Research
- TSMC: Does the 2021 capex hike implies $100bn revenues and $30bn FCF in 2026? by New Street Research
- Infineon 1FQ21: all in place for a strong FY21. Power semi thesis playing out. Buy, €45 Target Price by New Street Research
- Cisco 2FQ21: Order momentum improving. Cisco to outperform broader environment in 2021. Buy, $60 by New Street Research
- Can Intel break-up into a foundry and a fabless? by New Street Research
- SoftBank Group: Holding Discount in the low-30’s – What is next? We hope nothing! by New Street Research
- AMAT 1FQ21 – strength across the board, >$70bn WFE this year. 2025 WFE of $100bn is in sight. by New Street Research
- Weekly Wrap-Up 19th Feb: Semicap equipment heading towards $100bn, EVs taking off even if unprofitable, 5G pause in China by New Street Research
- Tesla: losing in Europe, or was 2020 the calm before the storm? by New Street Research