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equity_technology_infrastructure / Equity
- Arm and Qualcomm into PCs. Different this time? No. by New Street Research
- Besi 2025 CMD: Our key takeaways by New Street Research
- Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growth by New Street Research
- Tesla 2Q25 preview: another miss on units and weak margins, while robotaxi launches by New Street Research
- Tesla pre-2Q25 deliveries model update by New Street Research
- Deep dive into Chinese Semicap: How much of a headwind for Western players? by New Street Research
- Framing the ROI question right: It is all about sustaining multi-year growth by New Street Research
- Infineon 3FQ25 preview: We expect a guide-up on overdone tariff concerns & broader market recovery by New Street Research
- Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects were short-lived by New Street Research
- H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our weekly wrap-up. by New Street Research
- Soitec 1FQ26: Inventory digestion remain a drag. Thesis unchanged. by New Street Research
- America’s AI Action Plan. Our 5 quick takes. by New Street Research
- Nokia 2Q25: Guide cut on FX & tariffs. Buy, €4.5 by New Street Research
- Intel 2Q25: 14A hanging in the balance? Our take. by New Street Research
- 2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more. by New Street Research
- TEL 1FQ26: Miss and guide down; cautious tone on 2026. by New Street Research
- Apple 3FQ25: What drove the iPhone beat? Neutral, $220 TP by New Street Research
- Hyperscale capex expectations increased 25%. Our take. by New Street Research
- AMD 2Q25 – Positive momentum in GPU & firing on all other cylinders. Buy, $230 TP. by New Street Research
- Uber reported 2Q25 earnings yesterday. Please click the link below for our take on the print. by New Street Research
- Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who will have their own ASICs? by New Street Research
- Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half. by New Street Research
- Micron Pre-4FQ25 model update by New Street Research
- Palo Alto Networks pre-4FQ25 Model Update by New Street Research
- CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward and more. by New Street Research
- AMD MI400 closing the gap in system scale. by New Street Research
- Growth in Public Cloud: Where from? What’s next? by New Street Research
- Micron: the Street gets HBM, but misses the broader rebound and capacity squeeze. by New Street Research
- Tesla Cybercab Launch: Our initial take by New Street Research
- Micron 3FQ25: Our thesis is playing out - Buy, $170 TP. by New Street Research
- Could hyperscalers finance $1.7tn annual Capex in 2035? by New Street Research
- The Great Replatforming, part I – the Special Theory by New Street Research
- Nvidia: H20 Export Ban Lifted. Our Quick Take by New Street Research
- TSMC 2Q25 QT: AI still very strong; raised 2025 guide leaves room for upside. Maintain Buy. NT$1200 TP. by New Street Research
- Nokia 2Q25: Guide cut on FX & tariffs. Maintain Buy by New Street Research
- Besi 2Q25 QT: Hybrid bonding inflection to drive 2H orders; mainstream recovery delayed further. by New Street Research
- Google 2Q25: Replatforming at work - AI surging; GCP accelerates; capex guided up. by New Street Research
- Mobileye 2Q25: no incremental visibility on commercial traction. We remain cautiously optimistic. Buy, $20 TP. by New Street Research
- Soitec 1FQ26: Inventory digestion remain a drag. Thesis unchanged. Buy, €55. by New Street Research
- Microsoft 4FQ25: Re-platforming in full swing. Buy, $660 TP. by New Street Research
- TEL 1FQ26: Miss and guide down; cautious tone on 2026. Neutral, ¥25,200. by New Street Research
- AI capex & replatforming; semicap into 2026; Apple, Arm & more. by New Street Research
- AMD pre-2Q25 Model Update by New Street Research
- Infineon 3FQ25: Recovery on track and margin beat, despite tariff uncertainty. Buy, €50 TP. by New Street Research
- Grab 2Q25: increasing penetration & usage; margin expansion ahead. Buy $6.6 by New Street Research
- AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more. by New Street Research
- Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half. by New Street Research
- Nvidia & AMD: What next after the recent rally? by New Street Research
- AMAT 3FQ25: Caution on semicap names is justified. Neutral, Price Target $185 by New Street Research
- Palo Alto Networks 4FQ25: Firing on all cylinders. Buy, $240. by New Street Research