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- TSMC 4Q23: buoyant 2024 outlook. Long-term AI revenue forecast raised. by New Street Research
- Wolfspeed: How much can the downturn in industrials hit? by New Street Research
- Ericsson 4Q23 QT: No sign of a bottom in the 5G cycle by New Street Research
- Ericsson 4Q23: No sign of a bottom in the 5G cycle. Neutral, SEK60. by New Street Research
- ASML 4Q23: strong rebound in order intake, but risk of a pullback persists. Neutral, €740. by New Street Research
- LAM 2FQ24: Modest growth in 2024, but risk of pullback persists. Neutral, $820. by New Street Research
- Mobileye 4Q23: Inventory correction underway, SuperVision pipeline progressing well. Buy, $50. by New Street Research
- China WFE? Auto & Industrial correction? 5G spending? Intel? Tesla? And more! The Tech Weekly Wrap-up by New Street Research
- Microsoft & Google 4Q23: cloud capex shaping up in line with our thesis by New Street Research
- Wolfspeed 2FQ24: Early Mohawk ramp on track. Next step is Siler City enabling growth inflection. Buy $52. by New Street Research
- Our cloud & hyperscale capex theses play out, fleshing out AMD’s $400bn TAM, MI300 taking off, trailing edge pulling back. The Tech weekly wrap-up. by New Street Research
- Infineon 1FQ24: Defying the auto cycle? by New Street Research
- Infineon 1FQ24: Autos missed. Strong growth expected in 2H. Downside risk remains. Buy, €50 TP. by New Street Research
- Bible 4Q23 - Smartphones: overall demand improves, iPhone slows, semis return to secular growth. by New Street Research
- Arm 3FQ24: Strong outlook, in line with our thesis. by New Street Research
- Soitec 3FQ24: Extended downcycle, but good progress on SmartSiC and POI. Buy, €200 TP by New Street Research
- Tokyo Electron 3FQ24: Strong quarter, but risk of trailing-edge pullback persists. Neutral, ¥27,000 TP. by New Street Research
- OpenAI now generates 100bn words per day. Our take. by New Street Research
- Nvidia going after the custom ASIC opportunity. Our take. by New Street Research
- SoftBank 3FQ23: ARM and Vision Funds recovering drive a $26bn gain by New Street Research
- Uber Investor Day: Our top takeaways and key slides by New Street Research
- Industrial and smartphone semi cycle, trailing-edge WFE declining, Cisco guide-down, Uber, Arista. The Tech Weekly Wrap-up by New Street Research
- Is the color AMD gave on its $400bn TAM credible? Comparing notes: by New Street Research
- $400bn spent on datacenter AI chips in 2027? Part I: Is it possible? The mother-of-all sanity checks. by New Street Research
- Grab 4Q23: soft 2024 guide, thesis intact. Buy, $5.0 by New Street Research
- Renewable deployments accelerating. Implication for Technology Infrastructure by New Street Research
- Chinese December WFE imports: 4Q23 de-risked, but 2024 outlook still muted. by New Street Research
- $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers. by New Street Research
- ASML 4Q23 QT: strong rebound in order intake, but risk of a pullback persists. by New Street Research
- SK Hynix 4Q23 - strong COGS, inventories down, PPE stalled: Cycle thesis playing out by New Street Research
- Tesla 4Q23: Gross margins have troughed, next-gen platform on the horizon. Entry point forming: Buy, $255 by New Street Research
- KLA 2FQ24: Modest growth in 2024, China peaking. Maintain Buy, $730. by New Street Research
- Microsoft & Google 4Q23: Public cloud growth is re-accelerating, in line with our thesis by New Street Research
- AMD 4Q23: Fast MI300 ramp, stabilizing CPU shares, Console & Embedded correction in progress. Buy, $225 TP by New Street Research
- We called last year for a reacceleration in cloud and 25% growth in capex. Here we are! by New Street Research
- NSR policy: Weekend Update on Telecom Policy: Prospects for Senate Tax Bill by New Street Research
- Semicap sector initiation: Excellent fundamentals & long-term outlook, but 2 years of muted growth ahead by New Street Research
- Sanity check on who spends what on AI this year, in a single slide. by New Street Research
- Uber 4Q23: Strong growth and margin expansion. Our thesis is playing out by New Street Research
- Uber 4Q23: Strong growth and margin expansion; Our thesis is playing out. Buy, $90 by New Street Research
- The hard questions on Tesla. Part I: Why is growth slowing? What to expect next? by New Street Research
- Tokyo Electron 3FQ24: Strong quarter, but risk of trailing-edge pullback persists. by New Street Research
- Bible 4Q23 – Memory: manufacturer inventories are the last piece of the puzzle to be worked down by New Street Research
- Arista 4Q23: On track for AI Ethernet inflection next year, but limited valuation upside. $280 TP. by New Street Research
- Cisco 2FQ24: Guide-down confirms our cautious view. Neutral, $47 TP. by New Street Research
- AMAT 1FQ24: Is semicap becoming a pure play on AI momentum in 2025? Neutral, $200 TP. by New Street Research
- Bible 4Q23 – Foundries: leading edge strengthening while trailing edge remains sluggish. by New Street Research
- Our Top 3… well, 4 Picks for 2024! by New Street Research
- After the rally: how to play the AI bull case, how to play the AI safe case, how to hedge against an AI winter. by New Street Research
- Nvidia 4FQ24: Confirms visibility into 2025 Buy, $925 TP. by New Street Research