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equity_technology_infrastructure / Equity
- TSMC 4Q25: Strong implied 2027 guide for AI Infra.; WFE read-across not as strong as thought. Top Pick. Buy, NT$ 2,500. by New Street Research
- Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuation by New Street Research
- Mobileye 4Q25: 2026 reset, growth re-accelerates from 2027. Buy, $17 by New Street Research
- Where is the cost of HBM going ? A perspective on a single slide by New Street Research
- Apple 1FQ26: strong iPhone 17 cycle materializing; valuation already full. Neutral, $270 TP. by New Street Research
- Anticipating the memory supply-demand balance of 2026, on a single slide by New Street Research
- AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP. by New Street Research
- Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115 by New Street Research
- Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. Buy, €55 TP. by New Street Research
- Hyperscalers to nearly double AI capex again in 2026. Implications by New Street Research
- TEL 3FQ26 QT: Weak 2FH26; 15-20% WFE growth in CY 2026, depending on cleanroom availability. by New Street Research