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equity_technology_infrastructure / Equity
- Technology Infrastructure Earnings Wrap-up – Week ending January 31st by New Street Research
- Infineon 1FQ25: Recovery on track. Top pick in 2025. by New Street Research
- Infineon 1FQ25: Recovery on track. Top pick in 2025. Buy, €50 Target Price by New Street Research
- AMD 4Q24 – DC GPU growth slows ahead of MI350 ramp. Thesis intact. Buy, $165 TP. by New Street Research
- TEL 3FQ25: 2025 WFE spending revised down, in line with our view by New Street Research
- Amazon 4Q24: another strong capex beat – The DeepSeek effect? by New Street Research
- AMAT 1FQ25: prudent 2025 view, in line with our thesis. Neutral, $200. by New Street Research
- Arista: pre-4Q24 model update by New Street Research
- Soitec: Is the growth story dead? by New Street Research
- Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact. by New Street Research
- Autos & Industrials, China AI, PC cycle, WFE, Arista, Besi, Grab. Our weekly wrap-up. by New Street Research
- Bible 4Q24 - Smartphones: semis back to growth; shipments stabilizing; iPhone misses again. by New Street Research
- Nvidia, Silicon Carbide, China WFE, Auto recovery. Our Weekly Wrap-up. by New Street Research
- LAM Research 2025 CMD: What did we learn? by New Street Research
- TSMC heading towards 20% of leading-edge capacity in the US? Implications? by New Street Research
- Bible 4Q24: Telecom Infrastructure – Recovery across the board by New Street Research
- GPUs vs. ASICs – Clash of the titans. by New Street Research
- AI buildouts: How is 2026 shaping up? What do we know already? by New Street Research
- GTC 2025 – Making sense of the AI bull case. by New Street Research
- Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consistent with AI deployments by New Street Research
- Tesla: Some good reasons to buy the bottom. Buy, $465 by New Street Research
- Mobileye win at Volkswagen: Passenger ADAS flying lower, not higher, at Western OEMs by New Street Research
- Intel Vision: Where do we stand? What matters? by New Street Research
- AI infrastructure growth, 2024-2027: Who wins inside the chip? by New Street Research
- Tariffs: Our (very) early and quick thoughts on implications. by New Street Research
- Nvidia: 2025 capex steadily making room for $200bn DC revenues by New Street Research
- DeepSeek and you thought they don’t need to scale compute? Look again by New Street Research
- Google 4Q24: And you thought Datacenter growth was at risk… by New Street Research
- Infineon: The loaded gun has shot the first bullet. Top Pick. by New Street Research
- TEL 3FQ25: 2025 WFE spending revised down, in line with our view. Neutral, ¥24,300. by New Street Research
- DeepSeek crushed capex… expectations. by New Street Research
- Palo Alto Networks 2FQ25: platformization progressing; fuel for long term growth. Buy, $235 TP. by New Street Research
- Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Weekly Wrap-Up by New Street Research
- Intel: Breaking up the dream? by New Street Research
- Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact. Buy, €160. by New Street Research
- Microsoft cancelling data center leases? Our take. by New Street Research
- Nvidia 4FQ25: On track for $200bn DC revenues. Buy, $200 TP. by New Street Research
- Bible 4Q24 – Industrials: expect a rebound in 2025 by New Street Research
- Tokyo Electron’s 2025 CMD: What did we learn? by New Street Research
- Bible 4Q24 – Foundries: $80bn in AI revenues in 2029 by New Street Research
- Bible 4Q24 – Mobility & Delivery: Healthy underlying growth by New Street Research
- Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious. by New Street Research
- Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilization in Cloud & SaaS growth by New Street Research
- Micron: Thesis playing out. Buy, $145 TP. by New Street Research
- Do you believe in magic? The #1 question to ask CoreWeave before considering the IPO by New Street Research
- ARC-AGI-2: Pushing the measure of intelligence beyond test-time compute by New Street Research
- CoreWeave: Customer concentration puts long term earnings power into question by New Street Research
- Making sure you saw this - Intel Vision: Where do we stand? What matters? by New Street Research
- CoreWeave IPO: Failure? Success? Implications? Our quick take. by New Street Research
- Semi cycle update 4Q24: Recovery weaker but still on for 2025 by New Street Research