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refin_tech_infrastructure / Equity
- Bible 4Q23 – Industrials: Still more pain to come by New Street Research
- Arm: What to make of the new stock price? Downgrade to Neutral. by New Street Research
- AI services taking off, PC recovery second half weighted, uncertain near-term IT spending environment and more. The Tech Weekly Wrap-up. by New Street Research
- NSR Policy: Congressional Signals on ACP and Tax Bill by New Street Research
- Bible 4Q23 – PCs: Recovery pushed out to the second half, on AI PC and windows cycle hopes by New Street Research
- $400bn spent on datacenter AI chips in 2027? Part III: Implications for Semicap equipment by New Street Research
- Bible 4Q23: Enterprise IT – Slowdown deepens, recovery pushed out, while Cloud reaccelerates by New Street Research
- TSMC: Shaping up for a 1Q24 beat? by New Street Research
- NSR Policy: ACP Increases Supporters, Not Odds by New Street Research
- TikTok Troubles: How Far will They Go? by New Street Research
- House Passes TikTok Bill: What's Next? by New Street Research
- Chinese WFE spending: steep decline in February. Risk of a 1Q24 miss? by New Street Research
- NSR Tech Policy: TikTok Legislative Update by New Street Research
- NSR Policy: State of Play of BEAD by New Street Research
- Tesla 1Q24 likely the bottom. Sequential growth and recovering margins beyond – Buy, target price $280 by New Street Research
- Nvidia, Broadcom, and the future of AI: Deeper thoughts on the back of last week’s events by New Street Research
- Tesla 1Q24 Deliveries: Weak demand in the US adds to expected production issues by New Street Research
- Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottom by New Street Research
- TSMC: strong 1Q24 and set to outperform the industry in 2024 by New Street Research
- AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content. by New Street Research
- Semicap and the AI cycle: How does the HBM boom impact WFE spending? by New Street Research
- Intel: what to make of the ambitious IDM 2.0 targets? What if they are not met? by New Street Research
- Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough? by New Street Research
- Tesla ahead of the print – Updated thoughts on all topics, but the quarter by New Street Research
- ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890. by New Street Research
- Bible 4Q23 – Semicap: is AI enough to offset a trailing edge pull-back? by New Street Research
- Intel foundry day. What next? by New Street Research
- Bible 4Q23 – Ride-sharing & Delivery: Strong growth and expanding margins by New Street Research
- Bible 4Q23 - Service Provider Infrastructure: Brutal downcycle across the supply chain by New Street Research
- Bible 4Q23 – Hyperscale & Cloud : Capex outlooks raised across the board, public cloud re-accelerating by New Street Research
- Bible 4Q23 – Autos: Production at a high, EVs slowing, correction in Semis. by New Street Research
- Broadcom 1FQ24: AI momentum offsetting a broad cyclical slowdown. Buy, $1,630 TP by New Street Research
- Who will capture the value of Gen AI? The call center use case. by New Street Research
- Sharp slowdown in non-AI networking, AI compute ASICs taking off at Marvell, and more. The Tech Weekly Wrap-up. by New Street Research
- The Tech Infrastructure Quarterly Bible 4Q23 by New Street Research
- NSR Policy: FCC Bulk Billing Order by New Street Research
- NSR Tech Policy: On RDDT, the FTC, and AI Regulation by New Street Research
- GTC 2024: what to expect next week? by New Street Research
- NSR Policy: FCC Dings Nexstar for Exceeding Ownership Limits but Real Battle Lies Ahead by New Street Research
- Memory and the AI cycle: And what if it were only the beginning? Increasing Micron’s price target to $150 by New Street Research
- Soitec: Extended inventory correction; strong setup for 2025 by New Street Research
- NSR Policy: Net Neutrality: It’s Back! by New Street Research
- NSR Tech Policy: Growing Momentum to Constrain Social Media for Kids + TikTok: What Happens When Senate Returns? by New Street Research
- Auto semis: The secular and the cyclical – Time to buy? by New Street Research
- How is Intel Foundry shaping up? Implications for the industry. by New Street Research
- Marvell AI event, Meta MTIA v2. Implications for the AI accelerator landscape. by New Street Research
- Apple Pre 2FQ24 Model Update by New Street Research
- Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough? Neutral, SEK60. by New Street Research
- ASML 1Q24 QT: Pullback in orders; China revenues normalizing; limited near-term upside. by New Street Research
- TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong by New Street Research