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- Bible 2Q25 – Industrials: Accelerating momentum; watch out for tariff pull-ins. by New Street Research
- Nvidia: growth next year confirmed; $3-4tn AI infrastructure spend in 2030? Buy, $235 TP by New Street Research
- Is $3-4tn AI infrastructure spending in 2030 credible? by New Street Research
- Hot Chips 2025: memory, interconnects, and full-stack optimizations at the center of the stage by New Street Research
- AMD 2Q25 – Positive momentum in GPU & firing on all other cylinders. Buy, $230 TP. by New Street Research
- Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2026 growth, green shoots of AI re-platforming by New Street Research
- Bible 2Q25 – Semicap: Cautious view justified; expectations at risk for 2026. by New Street Research
- Bible 2Q25 – Foundries: Upside for TSMC; others at risk. by New Street Research
- Could Oracle capture all OpenAI’s compute by 2027? Implications for Microsoft by New Street Research
- Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played out by New Street Research
- Oracle & OpenAI: All the economics of the $300bn deal, on a single slide by New Street Research
- Oracle: What will life after giant RPOs look like? by New Street Research
- Chinese power semis: Where do they gain share? Against whom? by New Street Research
- The NSR AI datacenter economics cheat sheet by New Street Research
- Does the Semicap rally have legs? Downgrading ASML to Neutral by New Street Research
- AMD/OpenAI: much larger than you thought… by New Street Research
- Semicap and the $3tn AI bull-case: material upside, but well below the downstream by New Street Research
- What would it take to save Intel? Conversation with former board member Reed Hundt by New Street Research
- Oracle AI world: datapoints support our framework and numbers by New Street Research
- Besi 3Q25 QT: Mainstream recovery sets up a strong 2026. by New Street Research
- OpenAI buildout plans – what do they tell us about best 5-year investment opportunities in tech? by New Street Research
- Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP. by New Street Research
- Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics under the lid in 2028? by New Street Research
- How much WFE is required to produce a 1 GW datacenter? by New Street Research
- Microsoft-OpenAI: Quick thoughts on the new deal. by New Street Research
- Bible 2Q25 – Ride-sharing & Delivery: Lower Prices, Higher Profits. Waymo Stalling in San Francisco? by New Street Research
- $3-4tn AI datacenter spending in 2030 is credible and way above expectations by New Street Research
- Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekly wrap-up. by New Street Research
- Is AI meant to absorb legacy or drive redesigns? Conversation with the CEO of Nile by New Street Research
- The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic? by New Street Research
- Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile stalls, awaiting 6G by New Street Research
- XPUs: Sizing the upside for Broadcom and the downside for Nvidia by New Street Research
- Oracle RPOs: Beginning of the bubble... or beginning of the AI era? by New Street Research
- Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030? by New Street Research
- Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft? by New Street Research
- Nvidia-OpenAI deal magic: cutting the ground from under the ASIC threat? by New Street Research
- Micron 4FQ25: Our thesis played out. Earnings revision to meet multiple compression next. by New Street Research
- Chinese power semis: Quantifying the risk to Western vendors by New Street Research
- OpenAI should account for 17% of expectations for Nvidia 2027 datacenter revenues by New Street Research
- AMD-OpenAI deal: Our initial cheat sheet – quite something! by New Street Research
- Oracle AI cloud margins: Much ado about nothing by New Street Research
- Downgrading Micron: Cyclical patterns should prevail, even along secular growth by New Street Research
- TSMC 3Q25: AI outlook strengthening; GM beat; strong set-up for 2026. Buy, NT$ 1,950. by New Street Research
- AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up. by New Street Research
- Nokia 3Q25: 2025 guide largely derisked. Optical and Mobile networks drive momentum by New Street Research
- Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170. by New Street Research
- Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum builds by New Street Research
- Anthropic-GCP deal: The numbers and our read by New Street Research
- Infineon Preview: Expect a prudent FY26 guide… as everybody does? by New Street Research
- Nvidia revenues to exceed consensus by at least 30% next year; raising TP to $307 by New Street Research