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refin_tech_infrastructure / Equity
- AMD 1Q23: Visible pressure from Intel in PCs, pause in servers, Gaming & Embedded peaking. Neutral, $84 TP. by New Street Research
- AMD & Microsoft designing a custom A.I. chip? Our quick take. by New Street Research
- Microchip signals a pullback in autos & industrials? Infineon & Apple defy the broader correction, and much more. Tech Weekly Wrap-Up May 5th by New Street Research
- Porsche adopting Mobileye SuperVision. Our Quick Take. by New Street Research
- SoftBank 4FQ22: No Alibaba downside exposure left; increased liquidity; Next catalyst: ARM IPO by New Street Research
- Aeva 4Q22: continued steps foward. Buy, $3.6 TP. by New Street Research
- A perspective on the U.S./China relationship. Our conversation with Samm Sacks. by New Street Research
- SiC constraints & grande maneuvers, Pain in optics, Past the trough in memory, Google I/O. Tech Weekly Wrap-Up May 12th by New Street Research
- CPU shares in 1Q23: Price war in PCs; Shares stabilizing in servers? by New Street Research
- Cisco 3FQ23: Orders normalizing off pandemic highs; early signs of weakening IT spending. Buy, $60 by New Street Research
- AMAT 2FQ23: Shallow & fast cycle priced in – risk of further negative surprises remain; Buy only on weakness. by New Street Research
- Risk of negative surprises in semicap, Cisco’s orders normalizing, Grab EBITDA beat, China hyperscale capex declining. Tech Weekly Wrap-Up May 19th by New Street Research
- Meta’s MTIA? Best illustration that succeeding with an in-house chip is challenging… by New Street Research
- The cluster economics of Nvidia GPU vs. Google TPU: How different? Implications for market structure? by New Street Research
- Bible 1Q23 – Autos: Semi cycle materializing? by New Street Research
- Broadcom 2FQ23: revenues set to re-accelerate next year with A.I. cluster deployments. Buy $935. by New Street Research
- Bible 1Q23: Cloud infrastructure – Capex shifts towards technology; GPUs thrive, while CPU digestion continues. by New Street Research
- Bible 1Q23: Enterprise IT – spending weakens further. by New Street Research
- Apple’s Vision Pro: revolution, non-event, or both? by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q23 by New Street Research
- Can AMD challenge Nvidia in datacenter GPUs? by New Street Research
- ASML, AMAT, LAM Research, Tokyo Electron, KLA: What relative performance in a muted recovery? by New Street Research
- Semi Cycle 2Q23 Update: inflection in Generative A.I. offsetting the broader semi downcycle by New Street Research
- Tesla: Material miss on gross margins in 2Q23? by New Street Research
- Ericsson & Nokia 2Q23: Inventory correction driving weakness across telecom equipment. Neutral; 60 SEK by New Street Research