Back to the main directory
equity_technology_infrastructure / Equity
- 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
- Intel: Product sorted. Foundry next? 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