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equity_technology_infrastructure / Equity
- Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures by New Street Research
- Micron: secular and cyclical set-up remains favorable. Material upside. Buy, $135 Target Price by New Street Research
- CHTR Quick Hit: Charter Buys $3.6BN of Stock in 1Q22 by New Street Research
- 4Q21 Broadband Trends Review: Where Does Broadband Growth Go In 2022? by New Street Research
- Airspan 4Q21: supply chain challenges persist. Long-term fundamentals intact. by New Street Research
- AT&T: Quick thoughts following the call by New Street Research
- Verizon: Quick thoughts following the call by New Street Research
- T-Mobile-1Q22 Quick Take: Financials Strong; Guidance Up; Adds Good Enough by New Street Research
- Comcast: 1Q22 Quick Take: Broadband Adds Beat, But Helped by One-Time Benefit by New Street Research
- Comcast Model Update by New Street Research
- Elliott letter to WDC: catalyst for NAND consolidation? by New Street Research
- AT&T increases broadband prices by New Street Research
- Further Thoughts on the T-Mobile Uncarrier Move by New Street Research
- Dish 1Q22 Quick Take: First network deployment deadline in the bag? by New Street Research
- US Policy: Fallout of Roe on Tech and ISPs: Fragmentation, Friction and Cloudy Prospects on Privacy and State Regulation by New Street Research
- WDC special situation: What you need to know ahead of the CMD by New Street Research
- Micron Analyst Day: strongly aligned with our investment thesis. $135 Target Price. by New Street Research
- Palo Alto 3FQ22: Continued strength in next-gen and share gains in Network Security. Buy, $600 TP. by New Street Research
- Tech Policy-Supreme Court Overturns Texas Law: Social Media Wins Day But Troubling Signs for Future Battles Ahead by New Street Research
- Broadcom: How should the VMware acquisition affect the valuation multiples? by New Street Research
- Bible 1Q22: Ride-sharing and delivery #1 players (Uber, Grab) excel, #2 players (Lyft) stall by New Street Research
- Semicap in the next 5 years, Part I: Transition to GAA (Gate All Around) by New Street Research
- DISH Quick Hit: It's Alive! by New Street Research
- Quick hit: Verizon is increasing some mobile prices; no material change to broadband prices by New Street Research
- US Policy: Dish Loses DE Appeal by New Street Research