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equity_technology_infrastructure / Equity
- Wolfspeed: at risk of becoming sub-scale. Downgrading to Neutral, $18 TP. by New Street Research
- Bible 2Q24 – Foundries: leading-edge accelerates, trailing-edge finds a bottom. by New Street Research
- Apple Intelligence beta: how is reception shaping up? by New Street Research
- Apple iPhone 16 launch. Our take. by New Street Research
- The Tech Infrastructure Quarterly Bible 2Q24 by New Street Research
- Gen AI big ideas series - Mobileye CEO Amnon Shashua - What can Gen AI do and not do for autonomous driving? by New Street Research
- Nokia 3Q24: AT&T loss, delayed recovery hit revenues; margins resilient. Our value call still holds. Buy, €4.5. by New Street Research
- AMD 3Q24 – Thesis playing out, Buy the weakness. by New Street Research
- Azure: Slowing growth or structural share gainer set to reaccelerate? by New Street Research
- Intel 3Q24: Reassuring quarter & guide, but turnaround still uncertain. Neutral, $26 TP. by New Street Research
- Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-up by New Street Research
- Infineon 4FQ24: Inventory digestion hits. Steep recovery embedded in the guide by New Street Research
- AI deployments in 2025 – a health check in 5 questions, and implications for Nvidia by New Street Research
- Nvidia guide up, Palo Alto platformization, Soitec correction, and more. The Tech Weekly Wrap-up. by New Street Research
- Gen AI Big Idea Series – AMAT: Advanced Packaging on Steroids by New Street Research
- Bible 3Q24 – PCs: Optimism about growth in 2025, despite no sign of Windows 10 & AI PC refresh cycles. by New Street Research
- Bible 3Q24 – Hyperscale & Cloud: AI spending spree, CPU servers about to recover? by New Street Research
- Gen AI Big Idea Series – Lightmatter CEO, Nick Harris. Radix Is All You Need. by New Street Research
- $60-90bn AI compute & networking SAM across 3 players? The underlying math. by New Street Research
- TSMC: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TP by New Street Research
- Stargate: Big thinking on the future of AI Infrastructure. by New Street Research
- Stargate: The cornelian dilemma of frontier AI economics in a single slide. by New Street Research
- Technology Infrastructure Earnings Wrap-up – Week ending January 24th by New Street Research
- Wolfspeed 2FQ25: slow recovery, margins bottomed, funding progress. Neutral, $7 by New Street Research
- Intel 4Q24: Continued share losses in server, and still no signs of manufacturing turnaround. Neutral, $20 TP. by New Street Research
- Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model. by New Street Research
- Grab 2Q24: New product rollouts will be a temporary hit to margin expansion. Thesis intact. Buy, $5 by New Street Research
- Hot Chips: The sky is the limit – reasons to remain bullish about AI infrastructure demand. by New Street Research
- Oracle 1FQ25: Increased confidence in near- and long-term AI infrastructure growth by New Street Research
- Apple: iPhone 16 – We expect a 10% miss on shipments by New Street Research
- Nokia 3Q24: AT&T loss, delayed recovery hit revenues; margins resilient. Our value call still holds by New Street Research
- AMD: Advancing AI. Our take. by New Street Research
- The $300bn question: Can expectations for Hyperscaler capex in 2025 increase another 15-25%? by New Street Research
- Apple 4FQ24: Guide miss in line with our thesis – iPhone 16 cycle at risk. Neutral, $225 TP. by New Street Research
- Wolfspeed 1FQ25: Margin pressure, substrate oversupply.Lack of scale is a growing concern. Neutral, $10 by New Street Research
- Wolfspeed: are margins in materials collapsing, or about to collapse? by New Street Research
- Grab 3Q24: Strong underlying growth & margin expansion. Buy, $5.8 by New Street Research
- Nvidia 3FQ25: beat & guide up; Buy, $173 TP. by New Street Research
- AMD post-3Q24 model update by New Street Research
- Delayed PC Recovery; Blackwell supply constraints; Autos/Industrials recovery and more. The Tech Weekly Wrap-up by New Street Research
- Would you spell Intel 2.0 starting with an “N”? Thoughts on the back of Gelsinger’s resignation by New Street Research
- Bible 3Q24 – Autos: weakness across the board. We still expect a rebound in 2025 by New Street Research
- Oracle 2FQ25: slight revenue miss doesn’t dent confidence in AI infrastructure growth by New Street Research
- TSMC: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TP by New Street Research
- TSMC to grow AI revenues 45% p.a. to 2029. Implications? by New Street Research
- Apple: iPhone demand is disappointing. Our thesis is playing out by New Street Research
- DeepSeek: Is this the name of a wind in Chinese? by New Street Research
- Nokia 4Q24: Past the trough. Positive outlook. Maintain Buy rating by New Street Research
- Nokia 4Q24: Past the trough. Positive outlook. Maintain Buy rating, €5.0 Target Price by New Street Research
- Apple 1FQ25: Weak iPhone cycle playing out. Neutral, $230 TP by New Street Research