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refin_tech_infrastructure / Equity
- Nokia pre-2Q23 Model Updates by New Street Research
- Tesla 2Q23: on track for 40% growth in 2023, margins troughing. Buy, $350 (40x 2025 EPS) by New Street Research
- Nokia 2Q23: Network Infrastructure entering a broad downcycle. Neutral, €4.0. by New Street Research
- SK Hynix 2Q23: Past the trough, HBM boosts recovery, but margins will recover slowly by New Street Research
- Microsoft & Google 2Q23: Implications for public cloud and Enterprise IT spending by New Street Research
- Samsung 2Q23: Bottom confirmed for memory; hybrid bonding adoption confirmed at HBM4 by New Street Research
- Intel 2Q23: PC and margin rebound; server remains weak. The turnaround case is getting stronger. Buy, $48 TP. by New Street Research
- Arista 2Q23: Growth relayed by Enterprise and A.I.; Cloud healthily decelerate. All in on A.I. Buy, $220 TP. by New Street Research
- AMD 2Q23: PCs rebound, servers remain weak. Thesis unchanged; Neutral, $115 TP. by New Street Research
- Infineon 3FQ23 QT: momentum in autos slowing down? by New Street Research
- Apple 3FQ23: iPhone outperforming, services growth accelerating. Neutral, $180 target price. by New Street Research
- Infineon 3FQ23: momentum in autos slowing down? Buy, €50. by New Street Research
- SoftBank 1FQ23: All eyes on ARM. by New Street Research
- Aeva 2Q23: Strengthening relationship with a top 10 auto OEM; Expanding into new use case. Buy, $2.5 TP. by New Street Research
- Tokyo Electron bullish semicap, GPU supply constraints, Lyft, smartphone slow recovery, all eyes on ARM. The Tech Weekly Wrap-up by New Street Research
- Wolfspeed 4FQ23: Slow progress, in the right direction, though. Buy $65 by New Street Research
- AMAT 3FQ23: beat driven by China; bullish lagging edge, at odds with our concerns. Neutral, $150 TP. by New Street Research
- GPU demand, Enterprise IT outlook uncertain, resilient WFE spending, Wolfspeed’s slow progress. The Tech Weekly Wrap-up by New Street Research
- Grab 2Q23: Improving demand, accelerating path to profitability by New Street Research
- Bible 2Q23 – Foundries: Inventory correction extending into 4Q23. by New Street Research
- Bible 2Q23: Ride-sharing & Delivery – growth and rationalization drive profitability improvements by New Street Research
- Nvidia: which clients drove most of the surge in datacenter revenues? by New Street Research
- Google AI infrastructure: our take on Google Cloud Next announcements. by New Street Research
- Broadcom 3FQ23: AI growth and soft landing likely to drive positive momentum. Buy, $1,000 TP by New Street Research
- A.I. driving Broadcom’s revenues, PC market passed the trough, Smartphone market remains challenged. The Tech Weekly Wrap-up by New Street Research
- ASML 2Q23: EUV push-outs. Near-term expectations possibly too high. Neutral, €720. by New Street Research
- Nokia 2Q23: Network Infrastructure entering a broad downcycle by New Street Research
- Telecom equipment downcycle in full swing, slow recovery in semi, could Tesla margins trough in 2Q23? The Tech Weekly Wrap-Up. by New Street Research
- Microsoft & Google 2Q23: Making room fast for technology infrastructure spending by New Street Research
- LAM 4FQ23: revising up 2023 WFE forecast, but uncertainty persists. by New Street Research
- Mobileye 2Q23: Lower 2024 outlook on Zeekr weakness but diversification well underway. Buy, $52. by New Street Research
- Datacenter spend shifting to A.I., smartphones recovering slowly, PC CPU market rebounds, auto semis outperforming, and more. The Tech Weekly Wrap-Up. by New Street Research
- Uber 2Q23: Accelerating profitability by New Street Research
- Uber 2Q23: Accelerating profitability. Buy, $59. by New Street Research
- How much does a 1% increase in A.I. server penetration add to WFE spending? by New Street Research
- AWS 2Q23: Cloud sequential growth expected to re-accelerate in 3Q23 by New Street Research
- Cloud re-accelerating already, Auto semi correction looming, slow recovery in China, and more. The Tech Weekly Wrap-Up. by New Street Research
- Bible 2Q23 – Memory: bottom confirmed, but recovery will take time. by New Street Research
- How is the competitive landscape shaping up for silicon carbide? by New Street Research
- Nvidia, Arista, Broadcom: How much more room for A.I. revisions? by New Street Research
- Cisco 4FQ23: Orders rebound already, margins expand Buy, $64 by New Street Research
- Palo Alto Networks 4FQ23 & mid-term update: Long runway for highly profitable growth. Buy, $290 TP. by New Street Research
- CPU shares in 2Q23: Stalemate, as inventories are replenished and a Cloud recovery is delayed by New Street Research
- Grab 2Q23: Improving demand, accelerating path to profitability. Buy, $5.5. by New Street Research
- Nvidia 2FQ24: Expectations raised by 30-40%, and the supply chain still leaves room for upside. Buy, $635 TP. by New Street Research
- Nvidia datacenter beats materially, non-A.I. spend weak but set to recover, mixed signals in Autos & Industrials, and more. The Tech Weekly Wrap-up by New Street Research
- Bible 2Q23 – Semicap: Outlook for 2024 uncertain and muted. by New Street Research
- Bible 2Q23 – Autos: Mixed signals on semiconductor demand by New Street Research
- Bible 2Q23 – Industrials: The cyclical pullback we were expecting is taking shape by New Street Research
- Bible 2Q23: Service Provider Infrastructure – 5G downcycle is on: industry-wide inventory corrections by New Street Research