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equity_technology_infrastructure / Equity
- CMCSA: Quick Thoughts Following The Call by New Street Research
- Has AT&T walked off the field? by New Street Research
- AMT Sells 30% Stake In ATC Europe; Raises Equity For Telxius; Quick Thoughts On Implications by New Street Research
- Infineon 2FQ21: Good quarter, strong underlying margins. Electrification theme is undervalued. by New Street Research
- PCIM conference: EVs, Clean Energy, Silicon Carbide… best slides we saw and our 5 take-aways. by New Street Research
- NSR Policy: Treasury Issues Guidelines for Broadband Funding (Supporting Bull Case) by New Street Research
- AT&T Quick Hit: Déjà Vu, Revisited by New Street Research
- CHTR Quick Hit: Charter Continues Buying Back Shares Aggressively In April by New Street Research
- Bible 1Q21: Smartphones back above pre-Covid levels. Key question is how 2022 shapes up? by New Street Research
- Bible 1Q21: Ride-sharing path to recovery now visible. Food delivery holding up so far by New Street Research
- Palo Alto 3FQ21: Successfully transitioning. Buy, $420 TP. by New Street Research
- Machine-learning scale out at Google: 10x every 2 years? by New Street Research
- Tech Weekly Wrap-Up May 21st: Semis: secular or cyclical? Recovery in Enterprise IT, and what is happening in 5G? by New Street Research
- Nvidia 1FQ22: Cycle extending into the second half, but likely to slow beyond. Neutral, $570 TP. by New Street Research
- NSR Policy: Welcome, One Way or the Other, to Infrastructure Month. by New Street Research
- Updated thoughts on the autonomous driving landscape Takeaways from The Information’s Autonomous Vehicle Summit by New Street Research
- Biden’s Choice: Cable’s Response by New Street Research
- Altice: Lowering Estimates by New Street Research
- Intel reorganization: Putting the geeks in charge. by New Street Research
- Infrastructure Muddle: Endgame Still Unclear but Investor Impact Clearer by New Street Research
- Comcast Model Update: Raising PT To $65 by New Street Research
- The Khan Ascendance: End of Spring Training for Tech Regulation, Implications for ISPs by New Street Research
- Intel to adopt TSMC 3nm ahead of AMD? Our quick take. by New Street Research
- NSR Policy: Top Questions for the Summer, Starting with the (New) Foundation for Broadband in Infrastructure by New Street Research
- TSMC 2Q21 - Momentum continues to accelerate by New Street Research